This page is a guide for creating a new template for each product.
Template setup
Names
Templates names should follow the following formula:
[PRODUCT NAME] – Post templateNote: The product name should be in all caps.
Base template
Templates should use the ##BASE product post template as a base.
Template labels
Gen labels will only apply to Gen 3 documentation. There won’t be a Gen label on any Gen 2 documentation or documentation for products where a Gen label doesn’t apply (e.g., BriteApps).
Create a template based on a tag
To create a template based on a tag:
- On the Dashboard, select Templates > Theme Builder.
- On the Theme Builder screen, select Add New.
- In the New Template dialog box, complete the following steps:
- In the Select the type of template you want to work on dropdown list, select Single.
- In the Select Post Type dropdown list, select Post.
- In the Name your template box, type the name of the template based on the section tag.
- Select Create Template.
- In the Library dialog box, complete the following steps:
- Select My Templates, navigate to the template you want to use, and then, select Insert.
- In the Import Document Settings dialog box, select No.
- On the Elementor page editor, below the header Search box, select the breadcrumb trail.
- In the Edit Text Editor sidebar, in Content > Text Editor, replace the breadcrumbs with the appropriate titles and links.
- In the bottom-left of the screen, select Publish, and then select Display Conditions.
- In the Publish Settings dialog box, in the Include box, complete the following steps:
- Select Post > In Tag.
- Select All, and then type the name of the applicable tag, and then select the tag from the list.
- Select Save & Close.
Important: You must add the correct Display Condition for the template to apply to the correct page or post.
Products with only Gen 2 documentation
These products are only Gen 2 and/or won’t have Gen 3 documentation for a long time:
- Billing (Abby)
- Reports (Maliha)
- Contacts (Angela)
Products with Gen 2 and/or Gen 3 documentation
These products have Gen 2 and Gen 3 documentation:
- Policies (Abby)
- Quote (Abby)
- Claims (Angela)
- Lines (Adam)
- Rules (Adam)
- Documents (Maliha)
- Access (Adam)
Products where the Gen labels don’t apply
The Gen 2 / 3 labels don’t apply to these products:
- BriteApps (Maliha)
- APIs (Maliha)
- Attachments
- BriteAuth (Katie)
- Notes
- Integrations (Abby)
Additional information links
Access:
Attachments:
BriteAuth:
Documents:
- Access documents in BriteDocs
- Generate Documents in BriteDocs
- Template and reusable components overview
Reports:
BriteApps:
Lines:
Billing:
Rules:
Notes:
Contacts:
Policies:
- Search for policies using the Policies List screen
- Create new revisions
- Commit revisions
- Cancel policies
- Policy renewal overview
Quote:
Claims:
Integrations:
Settings: