Creating Document Templates – Text Blocks for Selection

 

This article explains how to use text blocks for selection according to your company’s internal guidelines.

 

Create a Text Template

Create a text document in MS Office (DOCX/DOTX format) or OpenOffice (ODT/OTT format) and enter the text you wish to have in your template.

 

Text Block Overview

The following table provides an overview of the syntax used to compose text blocks for selection in documents, and how the text alternatives are ultimately shown in your document management.

Documents-Overview-Textblock_en-us.png

Word Documents:

1. Block_name: This text block is for your information only. It is not shown in the final document.

2. Option_name 1: Enter a description for your option here, for example "excellent" or "average." This is not shown in the final document.

3. Sample_text 1: Enter the actual text as you want it to appear in your final document here. You can, of course, use placeholders, gender variables and date formatting as part of this text.

4. Option_name 2: Add several options.

Document Management

5. Block_name: This text block is for your information in your document management.

6. Select the available alternatives in your document management.

7. How the text will appear in the final document.

 

Examples

The following screenshots show two more examples of using text blocks for selection:

Evaluation of Conduct

[[ Evaluation of conduct
[ excellent: ||His|Her|| conduct was exemplary. ]
[ average: ||His|Her|| conduct was irreproachable. ]
[ poor: ||His|Her|| conduct was acceptable. ] ]] 

Documents-Behaviour-Example1_en-us.png.png

 

 

Evaluation of Expertise

[[ Evaluation of expertise
[ excellent: ] ||He|She|| has outstanding specialist knowledge. ]
[ average: ||He|She|| has sound specialist knowledge. ]
[ poor: ||He|She|| has the requisite specialist knowledge. ] ]]

 

Documents-Knowledge-Example1_en-us.png

 

For further information about using text blocks in employee evaluations and helpful examples, please refer to the Helpcenter article Best Practices: Document Templates.

 

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