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
(*).