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Document Building - Add a Page Template

This article is intended for: Editors of a Report module or the Strategic Planning module.

Use this article after: creating a document or when a new page is needed.

Now that you have created your document, you can begin to customize the document. 

Note: Depending on the type of Document you are in, there may already be Pages that are automatically created. Select the Document below to learn more.

Add Pages

Select the image to zoom.

  1. To add a page, select the Add Page button.
  2. Depending on the Document type you are utilizing, you will have access to a few different Page Templates. Select the Page Type to learn more.
    • All Document Types
      • Cover Page - A cover page for the whole document will automatically be created.
      • General Page - Choose from several template choices to create a customizable page. 
      • Document Import (Beta) - Upload and select the pages of a PDF to import as pages in your document. 
    • Digital Budget Book
      • Budget Book Page - Specific template pages utilized in a Budget Book based on Award Criteria.
      • Debt Page - Dynamic pages showcasing the data entered into the Debt tool.
      • Financial Page - Dynamic pages showcasing financial data based on the data dimensions in ClearGov.
    • CIP Document
      • CIP Page - Specific template pages utilized in a CIP Document.
    • Strategic Planning
      • Plan Page - Plan pages are specific template pages utilized in a Strategic Plan.
  3. Select the Add Pages button.

Ready to Manage the Content of the Page?

Learn more with this article: Document Building - Utilize Content Blocks



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