Define Template Main Parameters

Explanation

This activity is used to define main parameters for a template of a defined document. The main parameters decide the category to which the document belongs, the underlying files and the impact of using the template.

Prerequisites

There are no prerequisites.

System Effects

There are no system effects.

Window

Document Basic Data

Related Window Descriptions

Document Basic Data

Procedure

  1. Open the Document Basic Data window and go to the Templates tab.
  2. Create a new record in order to start defining the template and its main properties.
  3. Specify a unique ID for the template in the Template Id field.
  4. Enter a name for the document template in the Name field.
  5. In the Category Id field, select a document category for the defined document template.
  6. Select a type of template for the defined document in the Template Type field. Note that the defined document can be registered either per Employee or per Company.
  7. In the Export File Name field, enter a name for a file to which the defined document is exported or printed.
  8. In the Doc Template File Name field, specify a word document template which will be used for creating the defined document.
  9. Save the information.