Template types

Change templates are classified by the template type. This classification can help you ensure that the template suits your business needs based on the purpose of the template. Change supports the following template types:

• Client change order
• Potential change order
• Issue

The template type indicates which general tags and collection tags are valid for the template. For example, a client change order template can use the tags that are applicable for client change order templates. Any template can use the tags with the type All templates. The template tags are validated when you attach a template file to the template.

If you have invalid tags, the Template file section of the Details page shows a message that there are validation errors. You must go into the Word or Excel template and fix the errors. You cannot publish the template if there are any errors.