Creating a Document File Template

Explanation

This activity is used to add and view document file templates. A document file template allows you to use a document revision of an existing document as a template for one or more document classes. An asterisk (*) can be used to select all formats. A template can also be created from a document in the Document Revision/General tab.

Prerequisites

• A document revision must exist.
• The specified language and format must exist.

System Effects

As a result of this activity, when creating new documents in this document class, the selected document file will be used as a template for the new document.

Window

EDM Basic

Related Window Descriptions

EDM Basic
EDM Basic/Document File Template

Procedure

1. Open the EDM Basic window and click the Document File Template tab.
2. In the Document Class field, enter a valid document class and click OK. 
3. Double click on the lower table to add a template. (F5)
4. In the Language Code field, enter a language manually or use the List of Values. A  Language Description field value is then entered automatically.
5. In the Format field, enter a format or use the List of Values or enter *. A Format Description field value is then entered automatically.
6. Select a value for the Template Class field.
7. In the Document Number field, using the List of Values, select a document number. A Title field value is then entered automatically.
8. In the Sheet field, enter a sheet number manually or use the List of Values.
9. In the Revision field, enter a revision level manually or use the List of Values..
10. In the Document File Template Description field, enter a description for your document file template. This field accepts a maximum of 40 characters.
11. Click Save.