Create Coversheets for Markup Export

By default the basic templates, SampleMarkupExportTemplate.docx with the corresponding EIWM file for the template metadata are available in the \SampleConfiguration folder of the IPE and SRP staging areas.

Note: These basic templates are identical, apart from the header.

As a fall-back mechanism in the event of no templates getting imported, you have a built in template identical with those available in the staging area, except for the header. This template is added during the database bootstrap, and always available for use.

The Administrator can create custom coversheets and set its availability, during the installation. If you opt not to have coversheets for markup export, that can also be set during installation. The templates you create will be in a .docx format, with fields that will be replaced with the appropriate values while exporting the markup.

The default single fields in the sample files, and the fields that get replaced during a markup export, are as follows:

Note: Any of these fields can be omitted, and can be placed anywhere in the document.

As multiple markups can be merged, all the constituent markups' details can be included as rows in a table, one row per included constituent markup.

Important: The required format for a coversheet is a table, with the [ITEM] marker in a row. However, you can place the markup table in any location.

The following table depicts an example for a markup coversheet table:

The following are the row fields that are optional: