Template Creation

Administration Template Creation Flow

This is the missing document from Administration, you need to be the administrator to create the Property Groups (the initial one anyway).

1. Create Template Document as described here

2. Create Property Group Meta file to match template

2a. Create Property Group XML file to match template

3. Copy the cnd and xml to the root folder of your OpenKM server (there is no proper browse to upload as of Version 5.1.8)

4. Login as the OpenKM Administrator

5. Go to Administration->Property Groups (scissor and triangle icon)

WARNING about not removing definitions

6. Send the Property Group Definition (.cnd)

Generic Proposal Template Creation Flow

This is a simple proposal template that will generate a pdf proposal that you can use and modify. It has the defined property group class of: okp:proposal (It makes sense to keep your classes well assigned. This is the administrative process flow to install and set up a usable working template.