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.
Document Revision can be set as a Document File Template from File
Operations/ Set as Doc File Template or adding the document revision
details in EDM Basic/Document File Templates for the
specific class
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 page.
- If the document had no format specified, the format field
in the template record will be set to an asterisk (*).