Create Document From Template

Explanation

Use this activity to create a document using a predefined document template.

Prerequisites

• A template document must exists in EDM Basic/Document File Template tab in IFS enterprise explorer client.
• You must have at least view access to the selected template document.

System Effects

• A document will be created and copy of template file will be checked out for that document to be edited.
• The document revision's File status will be set to Checked Out and other users are prevented from editing the file.
• Once you have finished editing the document, you can check in the document file.

Related Window Descriptions

Create Document From Template

Procedure

1. Open the Create Document From Template assistant from the Document Management folder in the Navigator or by clicking the link Create from Template link in the lobby element Create Document.
2. In the first step of the assistant, select a document template.
3. Optionally, click Download Template File, if you want to view the template file content.
4. If the selected file is ok, Click Create Document.
5. Optionally, if you wish to change the title of the new document created, click next and alter the title.
6. If the Document Class of the template is set up to use advanced number generator, in the second step you will have to select a booking list or a number counter ID1 & ID2.