SI Explorer Tools Menu - SI Document Templates: New

This command can be executed from the SI Explorer's SI Document Templates menu.

Allows the user to create a New SI Document Template.  This feature can be used to create an SI Document template unique to an Agency, Center, District, Region or AE Firms.  These templatesA Template is an outline that provides examples of how text should be entered in SpecsIntact format when creating a new Section can be used for creating and managing documents such as BID Schedules and Project Information Sheets, etc.

Name

When creating a new template, the name field is required.  The template name identifies the template in the SpecsIntact Explorer and Windows File ExplorerThe Windows Explorer is Microsoft Windows file manager application that is included in the operating system. It provides a graphical interface and allows users to manage files, folders, and network connections, as well as search for files and related components or File ExplorerThe File Explorer, previously known as Windows Explorer Is Microsoft Windows 10 file manager application that is included in the operating system. It provides a graphical interface and allows users to manage files, folders, network connections and folder options, as well as search for files and related components and may contain up to 50 letters and numbers with no special characters.

New Title

Provides additional detail about the SI Document TemplatesBlank document (formerly known as Format Template) which may be used to create a cover sheet, sign-off sheet, project information sheet or other unique documents to be used with specifications.  The title can contain up to 64 characters, contain numbers, punctuation, spaces and both uppercase or lowercase letters.

Working Directory

Allows you to leave the displayed default Working DirectoriesA designated location on your systems hard drive or network drive where the Jobs, Masters, and Templates are stored or select one from the drop-down list

Standard Windows Commands

The OK button will execute and save selections made and make them partAll sections are divided into three parts: General, Products, and Execution of your Job's properties.

The Cancel button will close the window without recording any selections or changes entered.

The Help button will open the Help Topic for this window.

How To Use This Feature

To create a New Section Template:

1. From the SpecsIntact Explorer, select the Tools menu

2. From the SectionA set of files within the Division of a Master or Job that covers specific aspects of construction Templates window, select the New button

3. In the text fields, enter a Name and Title

4. In the Scope field, enter a brief description of this Section

5. Below Parts, leave the default selections  or uncheck the Parts to exclude

6. Either leave the current Working Directory or select the drop-down arrow to choose a new one

7. Select OK

Technical Support Information

Users are encouraged to visit the SpecsIntact Website's Support & Help Center for access to all of our User Tools, including eLearning (video tutorials), printable Guides, a Knowledge Base containing Frequently Asked Questions (FAQs), Technical Notes and Release Notes, and Web-Based Help.

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