Difference between revisions of "Land - Land Document Template Creation"

From ProStar Geocorp
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Listed below are the steps used to manage document templates.
 
Listed below are the steps used to manage document templates.
  
1.Launch TransparentEarth.&nbsp;<br/> TransparentEarth launches and the login screen appears. &nbsp;
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#Launch TransparentEarth.&nbsp;<br/> TransparentEarth launches and the login screen appears. &nbsp;  
 
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#Enter the&nbsp;'''User ID'''&nbsp;and&nbsp;'''Password'''&nbsp;and then click&nbsp;'''Sign'''&nbsp;'''In'''.&nbsp;<br/> TransparentEarth opens providing the user a view of the map.  
2.Enter the&nbsp;'''User ID'''&nbsp;and&nbsp;'''Password'''&nbsp;and then click&nbsp;'''Sign'''&nbsp;'''In'''.&nbsp;<br/> TransparentEarth opens providing the user a view of the map.
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#Open the word document that is to be used for the desired template.  
 
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#View the fields in the document and identify which are to be auto-populated.<br/> [[File:TE Land Doc Template Creation 1.jpg]]
3.Open the word document that is to be used for the desired template.
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#In the&nbsp;'''Layer'''&nbsp;panel, make sure the&nbsp;'''Parcel'''&nbsp;layer is turned on so that you can view it and click it.  
 
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#Click the&nbsp;'''Land'''&nbsp;module icon in the tool bar to open the Land Module toolkit, select the&nbsp;'''View/Edit Land Tract'''&nbsp;tool, and select a parcel on the map.<br/> [[File:TE Land Doc Template Creation 2.jpg]]
4.View the fields in the document and identify which are to be auto-populated.
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#Select the field that you wish to use to auto-populate the document and right-click.<br/> [[File:TE Land Doc Template Creation 3.jpg]]
 
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#Select&nbsp;'''Inspect<br/> [[File:TE Land Doc Template Creation 4.jpg]]'''  
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#Select the field id value and select&nbsp;'''Copy'''&nbsp;&nbsp;(select ‘x’ to back out of this view).<br/> [[File:TE Land Doc Template Creation 5.jpg]]
 
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#Paste the field value into the word document template in the desired location.<br/> [[File:TE Land Doc Template Creation 6.jpg]]
&nbsp; 5.In the&nbsp;'''Layer'''&nbsp;panel, make sure the&nbsp;'''Parcel'''&nbsp;layer is turned on so that you can view it and click it.
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#Enclose the copied field name in square brackets.<br/> [[File:TE Land Doc Template Creation 7.jpg]]
 
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#Repeat Steps 6 to 11 for each field to be auto-populated in the document.<br/> [[File:TE Land Doc Template Creation 8.jpg]]
6.Click the&nbsp;'''Land'''&nbsp;module icon in the tool bar to open the Land Module toolkit, select the&nbsp;'''View/Edit Land Tract'''&nbsp;tool, and select a parcel on the map.
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#Save the document and update the template folder by uploading the new document (Land Document Template Management)
 
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&nbsp;
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7.Select the field that you wish to use to auto-populate the document and right-click.
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&nbsp;
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8.Select&nbsp;'''Inspect'''.
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&nbsp;
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9.Select the field id value and select&nbsp;'''Copy'''&nbsp;&nbsp;(select ‘x’ to back out of this view).
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&nbsp;
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10.Paste the field value into the word document template in the desired location.
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&nbsp;
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11.Enclose the copied field name in square brackets.
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&nbsp;
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12.Repeat Steps 6 to 11 for each field to be auto-populated in the document.
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&nbsp;
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13.Save the document and update the template folder by uploading the new document (Land Document Template Management)
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Revision as of 07:36, 13 September 2018


Overview

The Land Module has a function that allows the user the capability to create and manage the various Survey Consent, Easement, Temporary Workspace, and other document templates. This procedure outlines how to create these templates.

 

Steps to Create Document Template

Listed below are the steps used to manage document templates.

  1. Launch TransparentEarth. 
    TransparentEarth launches and the login screen appears.  
  2. Enter the User ID and Password and then click Sign In
    TransparentEarth opens providing the user a view of the map.
  3. Open the word document that is to be used for the desired template.
  4. View the fields in the document and identify which are to be auto-populated.
    TE Land Doc Template Creation 1.jpg
  5. In the Layer panel, make sure the Parcel layer is turned on so that you can view it and click it.
  6. Click the Land module icon in the tool bar to open the Land Module toolkit, select the View/Edit Land Tract tool, and select a parcel on the map.
    TE Land Doc Template Creation 2.jpg
  7. Select the field that you wish to use to auto-populate the document and right-click.
    TE Land Doc Template Creation 3.jpg
  8. Select Inspect
    TE Land Doc Template Creation 4.jpg
  9. Select the field id value and select Copy  (select ‘x’ to back out of this view).
    TE Land Doc Template Creation 5.jpg
  10. Paste the field value into the word document template in the desired location.
    TE Land Doc Template Creation 6.jpg
  11. Enclose the copied field name in square brackets.
    TE Land Doc Template Creation 7.jpg
  12. Repeat Steps 6 to 11 for each field to be auto-populated in the document.
    TE Land Doc Template Creation 8.jpg
  13. Save the document and update the template folder by uploading the new document (Land Document Template Management)