Setting a Document as a Template

Explanation

Use this activity to set a document as a template. This template will then be used for the creation of each new document of a certain document class, language, and format.

Prerequisites

System Effects

Window

Document Revision
EDM Basic

Related Window Descriptions

Document Revision
Document Revision/General
EDM Basic
EDM Basic/Document File Template

Procedure

Creating a template automatically in the Document Revision/General tab.

  1. Open the Document Revision window. The General tab is automatically selected.
  2. Query for a document revision to use as a template.
  3. Enter a value in the Language field in the revision.
  4. Click Save.
  5. Right-click, click File Operations, and then click Set As Doc File Template.

Manually creating a template in the EDM Basic/Document File Template tab.

  1. Open the EDM Basic window. The Document File Template tab is automatically selected.
  2. Query for a document class.
  3. Double click on the lower table to create a new record.
  4. Enter a value in the Language code field.
  5. Enter a value in the Format field. The * value is a wildcard and includes all formats.
  6. Enter a value in the Document Number field of the document revision that will be used as the template.
  7. Click Save.