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Add a user guide to a JurisDocument template

How to link a user guide to a JurisDocument template?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over 2 years ago

The Guides function allows you to link an instruction guide file to your JurisDocument template. This can be useful, for example, to explain the use of a JurisDocument template.

Step 1: Go to the Admin tab.

Step 2: In the Template Management section, click on the "Guides" tile.

Step 3: In the filters on the left, select the object to which you want to link your guide. To link a guide to a JurisDocument template, select "Word templates".

Step 4: Select the template to which you want to attach a guide by clicking on it once.

Step 5: In the right preview, click on "Add" and select the file to be linked as a user guide.

Step 6: Once the file is added, check the "Active" box to activate the guide.

Step 7: Save your changes using the green check mark.

Note that it is only possible to link one guide to each model.

If you try to make more than one guide active, the following error message will appear:

Result: When you merge the JurisDocument template to which you have linked the guide, it will be possible to consult the guide to find out how to use the template.

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