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
- The template document must have a document file
(e.g., Word, Excel).
- The document revision must have a language configured
in Document Revision/General
.
System Effects
- When creating a new document based on the template
document's class, language and format, the new document is assigned with the
template registered in the
EDM Basic/Document
File Template table.
- If the document had no format specified, the
format field in the template record will be set to an asterisk (*).
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.
- Open the Document
Revision window. The
General
tab is automatically selected.
- Query for a document revision to use as a template.
- Enter a value in the Language field in the revision.
- Click Save.
- 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.
- Open the EDM Basic
window. The
Document
File Template tab is automatically selected.
- Query for a document class.
- Double click on the lower table to create a new record.
- Enter a value in the Language code field.
- Enter a value in the Format field. The * value is a wildcard and
includes all formats.
- Enter a value in the Document Number field of the document revision
that will be used as the template.
- Click Save.