Check out our upcoming webinars and client office hours calendar here!

How Can We Help?

Search icon

Search Results

Create/Edit Institutional Vita Templates

Only Administrators with Full Administrative Rights who have been given access to the Vita Setup page based on their administrative unit assignments will be able to create and edit any institutional vita template at their assigned units, and any units beneath theirs in the unit hierarchy.

 

Create/Manage Vita Templates

  1. Navigate to the Setup page and click Institutional Vita Templates under the Configuration section.
    Institutional Vita Templates selected under Configuration on the Administrative Setup page
  2. The Institutional Vita Templates page will display where you can view all Institutional Vita Templates, including both Active and Archived Templates in a tabbed view.
    Insititutional Vita Template page with Active Templates tab selected
    • Status Column: Templates with the Status Published are available for use, while Draft are not accessible until published.
      List of institutional vitas with the status column showing Published or Draft
    • Manage Existing Templates: You can check the boxes next to the desired template(s) to Archive, Publish, or Edit the template from the navigation bar that appears at the top. Click Edit to navigate to the template's page where you can Reorder, Copy, or Hide/Show sections, View Editing History, and Edit General Information and Template Styling.
  3. Click the +Create New Template button at the top of the page to open the Create New Institutional Template page.
    Create New Instituional Template on step 1 (Select Template) of 3 (Linked or Unlinked; Template Settings)
  4. Fill out Step 1: Select Template then click Continue to navigate to Step 2: Linked or Unlinked.
    • Linked Template: Changes to the source (reference) template apply to all linked and nested reference templates. Administrators can modify units and settings during creation, and linked templates can be customized (show/hide sections, reorder, update styling).

      Source templates are not locked and updates to the source template will override these customizations.

       
    • Unlinked Template: Changes to an unlinked template do not affect other templates, and subsequent changes to the source template do not apply. While it inherits the source template's unit and settings, it remains independent and does not update with source changes.
  5. When finished, click Continue to navigate to the Step 3: Template Settings. 
    Step 3: Template Settings shown

    If the template is shared with others, the Vita Template Name and Vita Template Description will be visible.

     
  6. Configure the Display Settings to apply formatting across all sections of a vita generated from the template. The default options can be found below.
    First 3 unchecked, Last 3 checked
  7. Click Save as Draft or Create and Publish when finished. Once published, the template will be available to users from the designated unit for creating vitas. Draft templates can be previewed, edited, and rearranged in the Template Builder, appearing with the status "Draft," while published templates are marked as "Published."

Once a Vita template is created, users can preview it, edit its General Information and Styling, and modify, reorder, copy, or hide its sections.

 
Was this article helpful?
Give feedback about this article