Document Templates
Lunr manages reusable templates for supported document types, enabling consistent document creation, automated numbering, title block population, and accurate rendition generation through associated stylesheets, fonts, and AutoCAD configuration files.
Overview
Templates are default versions of documents that have not been populated with any information yet. They can be used for generating new document numbers and sending pre-populated title blocks to vendors.
Templates can be saved for the following documents.
- AutoCAD
- MicroStation
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Generic image files
Adding a New Template
To add a new template,
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Go to the appropriate section, such as AutoCAD Drawing, and click the + button.
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An empty template row will be added to the bottom of the list. Enter a recognisable name for the template in both boxes.
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Choose a stylesheet from the list and then click the Save button.
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Select which repositories this template applies to, if left empty it will apply to all. Note: This field supports selecting multiple options.
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Click on Upload Template to upload the template file to Lunr.
AutoCAD CTB Files and Fonts
In the AutoCAD Drawing section, click the cog to view the list of CTB files and font files that have been uploaded to Lunr. These files are used when Lunr generates renditions to ensure accuracy.
Use the Upload buttons to add new files, and the rubbish bins to delete existing files.
Document Numbering
Lunr uses configurable document number formats and sequence sets to automatically generate unique document numbers, ensuring consistency, reducing manual effort, and preventing duplicate numbering.
Document Types
Lunr uses business-focused document classifications to control document creation, metadata, workflows, numbering, versioning, storage, and governance rules, ensuring content is managed consistently regardless of file format.