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.

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.