ATTENTION: This article is only intended for customers who already use Coachview from a period before 21-08-2019.


From 20-08-2019 Coachview uses a new version of the editor for document creation templates. Important to know that:

  1. New document templates from 21-08-2019 can only be created with this new version editor.
  2. Existing document templates (created with the 'old editor') will continue to work in the same way as before. Of course you do have the possibility to convert this to the new version.



Below we have explained why this works like this and what you need to pay attention to when you are going to do this.


1. Create new document template (in new version of document editor)

Why does this have to be in the new version?

Creating document templates was previously in Coachview Complex. That's why we worked together with our users an easier way to build templates without getting stuck often. In the end, the old editor is slowly phased out.


What do you need to take into account when creating new document templates in the new editor?


1. Make sure you know how this new editor works, this can be done:

        - Following free e-learning beginner

        - Participate in our free workshop

        - Reading knowledge base articles

2. Make sure you check the new version of the style sheets to see if the layout is defined the way you want it. 


- Why do you have to do this?
With this new editor there is also a new version of the style sheet placed in your environment because the formatting is read slightly different. So now you have (at least) 2 style sheets, 1 for document templates created with the old version of the document editor and 1 for document templates created with the new version.


- What do you have to do?
When creating a new document template, the 'correct new' version of the style sheet is automatically/standaard linked. The only thing you have to do is see if the style sheet defines the layout as you want it to be and adjust it if necessary. You do this once and don't have to repeat it for all next document templates you create. How to do this can be read step by step in this article.


3. By default, the margins of this new document editor are set to 0 mm, previously in the old editor they were set to 19 mm.

When sending mails you don't need any margins and you can ignore these settings. When generating documents as certificates or other documents you add as attachments (such as attendance lists or invoices) you now have 2 options to set the margins, make sure you choose 1; you can set this at margins in the options screen general or via blocks (further explanation about blocks can be found in the e-learning)


2. Convert existing document template to new editor

Why convert this to the new editor?

Important to know is that this is (for the time being) not a necessity (the old editor still works). But the new editor works much easier and faster, it allows you to edit many document templates independently. From the helpdesk we no longer edit document templates in the old editor, in the new editor we help you to explain how to do this.


What do I need to take into account when 'converting' existing document templates to the new editor?


1. Make sure you always have a backup plan before converting a document template.
So always make a copy of your document template (edit > copy) and set this copy version to inactive because hopefully you don't need it, but it will always give you a possibility to go back to your old document template. You always choose to set the copy to inactive because the original version is probably linked to an action template and that link will be maintained when changing the content of the document template.



2. Customize the style sheet

1. Make sure that the new version of the style sheet is linked, i.e. style sheet called "Default3.0" (you repeat this every time you convert any document template).

2. Make sure you check this new version of the style sheet to see if it contains the layout you want. (This is only once when you use this style sheet for the first time, do not repeat this when creating/converting subsequent document templates). 


- Why?

With this new version there is also a new version of the style sheet placed in your environment because the layout is read out slightly different. So now you have (at least) 2 stylesheets, 1 for document templates created with the old version of the document editor and 1 for document templates created with the new version.


- What am I supposed to do?
The only thing you have to do is see if the style sheet defines the layout as you want it to be and adjust it if necessary. This is done once and you don't have to repeat it for all next document templates you create. How to do that can be read in this article.


3. By default the margins of document templates in the new editor are set to 0 mm, previously in the old editor they were set to 19 mm. When sending mails you don't need a margin setting and you can ignore these settings. When generating documents as certificates or other documents you add as attachments (such as attendance lists or invoices) you now have 2 options to set the margins, make sure you choose 1; you can set this via margins via the tab general or via blocks (further explanation about blocks can be found in the e-learning)


4. Check and test the mergefield
The mergefield and repetitions/runs are processed in a slightly different way by Coachview in the new editor. Therefore always check, when you have saved a document template in the new editor, whether the mergefield still work properly when generating the document. For example, use a test training or a training from the past to generate and mail a document.

Do the mergefield no longer work? Then make sure you take these codes out of the document template and add them again and check it again by generating the document.