Gen 3

Documents

Gen 3

Documents

Create a new template

BriteDocs uses HTML to create templates powered by Jinja. Jinja is a template-rendering engine that gives users a set of tools to inject data points directly into a deliverable. With BriteDocs, you can create your own dynamic templates and render them as documents in BriteCore.

To create a new template:

  1. In the BriteCore menu, select Documents.
  2. Under Explore Templates, select a folder to open it.
  3. Select a template row to open the Documents menu.
  4. In the Documents menu, select Add a template.
  5. In the Add a New Document Template dialog box, select an appropriate folder name in Folder dropdown list.
  6. In the Name box, type a deliverable name.
  7. In the Description box, enter the purpose or any meaningful information about the deliverable.
  8. Select Submit to begin editing your template.