---
title: "Production Templates"
slug: "production-templates"
tags: ["Document", "images", "Manage", "production", "Settings", "Template"]
updated: 2025-08-15T11:17:50Z
published: 2025-08-15T11:17:50Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.revealdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Production Templates

The Templates tab, found under Project Admin, allows for the creation and management of templates for various aspects of the Review project interface. Templates saved here are available for use within the project. Use of this tool requires that the **Admin**>**Manage Imaging Templates** and **Admin**>**Manage Templates** permissions be assigned to your role.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Production%20Template%20-%2000.png)

The two template categories available are **Slip Sheets**, which updates the creation and specification of slip sheets for Production jobs, and **Document Image Settings**, where parameters for imaging Microsoft Office-generated documents and PDFs may be be specified.

## Slip Sheet Templates

This function builds templates for production slip sheets, which are found within Slip Sheet tab under **Project Admin** > **Productions**. The **Slip Sheet** tab controls what documents are considered **Excluded Documents** for the production. **Excluded documents** will receive a slip sheet as its produced image.

Two templates are available by default, either of which can be customized:

- *Default Template*: If document imaging fails to generate for any document, create a slip sheet that reads “There are no images for this document.”
- *System Excluded Spreadsheets*: Excludes spreadsheet file types, creating a slip sheet that reads “This document was produced natively.” If document imaging fails to generate for any document, create a slip sheet that reads “There are no images for this document.”

> [!NOTE]
> Note
> 
> The “Failed to Generate” condition is required for any slip sheet template and will always be the last (bottom-most) condition.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Production%20Template%20-%2001.png)

1. Click **+Add template**.
2. In the **Create** window, enter a required ***Name*** that will be easily recognized.
3. The checkbox defaults to ***Overwrite default font options*** so that any changes to Font Name, Font Style, Font Size and Text Color will be applied.
4. Click **UPDATE** when complete.

## Customizing Slip Sheet Templates

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Production%20Template%20-%2002.png)

1. Click **Customize**. The button will change to *Stop Customization* and the default condition step will open.
2. You may add a condition step either using the *+Add condition* button in the upper left of the template entry or by clicking the double sheet button at the upper right corner of the condition.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Production%20Template%20-%2003.png)
  - **Conditions** set the rules for what documents are considered **Excluded Documents** for the production and will receive slip sheets as their image.
3. Edit the Condition (pencil button at the left of the slipsheet condition). Enter a distinct name and select the identifying condition from among *Work Folders*, *Saved searches*, *File Type* or *Privileged*, then select the appropriate identifying condition from the pane below.
4. In the below example, documents grouped into the Work Folder *OldWords* are considered confidential. The below condition will exclude them from the production and insert Slip sheets that display their Confidentiality Designation. Click **UPDATE** to set the Condition. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Production%20Template%20-%2004.png)

> [!NOTE]
> Note
> 
> If *File Type* is selected as the Condition a File Extensions field will appear and open to a selectable drop list of available file extensions, excepting only file having no (blank) extension.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Production%20Template%20-%2005.png)
5. Next click the pencil button under *Text to display* to update the slip sheet message. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Production%20Template%20-%2006.png)
  1. Under the ***Text*** tab, type in the text to be displayed. You then have the option to **add a variable** from either a selected Tag (represented in red) or Field (represented in green) for each slip sheeted document. Click **SAVE** to set.
  2. The ***Options*** tab contains the initial font settings for the template, which may be updated here.
6. The finished template will show the new conditions, which may re-ordered by dragging and dropping the 6-dotted handles at the left of each condition. The *Failed to generate* condition will always be the final condition. ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Production%20Template%20-%2007.png)

See [***How to Create a Production Job***](/reveal/docs/create-a-production-job) for an initial application of Slip Sheet Templates.

## Document Image Settings

The second entry under the Project Admin Templates tab sets and saves imaging parameters for various file types.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Production%20Template%20-%2008.png)

1. To create a new template in addition to the Default Template provided, click **+Add template**.
2. A File Type Settings box will open. Enter a name for the new template.
3. Click the drop-down arrow to expand each of the filetype sections, or click *Expand All*.
4. **Default Native File Field for Imaging**

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/file-type-settings-1(1).png)
  1. *Exported Native File*
  2. *Native PDF File*
  3. *Native View Path*
  4. *Native Spreadsheet View Path*
  5. *Alternatenativepath*
  6. *ZSecond Text Set*
5. **General Options**offers a scroller to choose Jpeg Quality.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/file-type-settings-2.png)
6. **Word Options**

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/file-type-settings-3.png)
  1. ***Print*** has checkboxes for printing *Headers, Footers, Comments, Revisions* and *Hidden Text*.
  2. ***Date/Time Fields*** offers a choice of
    1. *Do not modify* (default)
    2. *Do not print*
    3. *Replace with Date Created*
    4. *Replace with Field Codes*
  3. ***Filename Fields*** offers the same options as above.
7. **Excel Options**

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/file-type-settings-4.1.png)

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/file-type-settings-4.2.png)
  1. ***Print*** has checkboxes for printing *Headers, Footers, Row/column headings, Gridlines, Repeating row headings, Repeating column headings* and *Hidden worksheets*.
  2. ***Formatting*** has checkboxes for *Autosize rows/columns, Remove fill and force text to black and white* and *Word wrap*.
  3. ***Orientation*** may be set for *Portrait* or *Landscape*.
  4. ***Scaling*** sets specifications for the percentage of normal size to print, or the number of sheets wide and tall in which to fit each spreadsheet.
  5. ***Margins*** settings for each edge of the image page.
  6. ***Print Direction*** provides instruction for very long or wide worksheets: *Over, then down* or *Down, then over*.
  7. ***Date/Time Fields*** offers a choice of
    1. *Do not modify* (default)
    2. *Do not print*
    3. *Replace with Date Created*
    4. *Replace with Field Codes*
  8. ***Filename Fields*** offers the same options as above.
  9. ***Comments*** offers a choice of *Do not print* or *End of sheet*.
8. **Powerpoint Options** ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/file-type-settings-5.png)
  1. ***Print*** has checkboxes for printing *Footers*, *Hidden slides, Frame slides, and Slide numbers*.
  2. ***Date/Time Fields*** offers a choice of
    1. *Do not modify* (default)
    2. *Do not print*
    3. *Replace with Date Created*
    4. *Replace with Field Codes*
  3. **Notes**offers a choice of
    1. *Same page bottom*
    2. *Next page*
    3. *End*
  4. **Comments**provides a choice of
    1. *Same page right*
    2. *Same page bottom*
    3. *Next page*
    4. *End*
  5. **Sufficient resolution** provides a scroller to choose the quality of the image.
9. ***PDF Options*** ![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/filte-type-settings-6.png)
  1. **Print**comments by checking the box.
  2. **Compliance Level** provides a choice of
    1. *Default*
    2. *1.7 (ISO 32000-1)*
    3. *A-1a (ISO 19005-1)*
    4. *A-1b (ISO 19005-1)*
    5. *A-2a (ISO 19005-2)*
    6. *A-2u (ISO 19005-2)*
10. **Msg/Mht Options**

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/file-type-settings-7.png)

1. **Orientation**may be set for *Portrait*or *Landscape*.
2. **Page Layout**offers a choice of
  1. *None*
  2. *Fit to widest content width*
  3. *Scale to page width*
  4. *Render to single page*
3. **Break Long URLs**by checking the box.

1. Click **SAVE** when complete.

You may select the Document Image template created for any imaging process. You may also select and **Edit** or **Delete** the template.

![](https://cdn.us.document360.io/3e21d801-ca9f-4c51-93db-9cbd32741f3d/Images/Documentation/Production%20Template%20-%2014.png)

## Related

- [Create a Production Set (Work Folder)](/create-a-production-set.md)
- [Create a Production Export Job](/run-production-job-export.md)
- [Australian Numbering](/australian-numbering.md)
- [Production Image Sets](/production-image-sets.md)
- [Create a Production Job](/create-a-production-job.md)