Create a Form Note Template - Intergraph Smart Instrumentation - Training - Intergraph Process, Power & Marine Documentation

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English
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Intergraph Smart Instrumentation
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Smart Instrumentation Version
2016 SP1 (11.0.1)
Smart Instrumentation Web Version
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A form note template provides a convenient means of creating standard text that can be used in a large number of form notes, each of which can then be edited specifically as required.

  1. Click Actions > Form Note Templates.

  2. Click New to open the New Form Note Template dialog box.

  3. Enter the following template definitions:

    1. From the Form list, select Form No. 1 (Control Valve).

      The text Control Valve, 1 (the form name) appears in the Template field.

    2. Under Description, type text as shown.

  4. Click OK.

    You are returned to the Form Note Templates dialog box and the template appears in the list:

  5. Select the row for the template you just created and click Edit Text.

    The Form Note Templates dialog box closes and the Note Editor window opens.

  6. In the note pane, type text as shown.

  7. On the module toolbar, click to save the note you just typed in the template.

  8. Click to close the note editor and return to the Document Binder window.