Introduction
What is a document template?
Document template composition
Example
Scenario
Roles
Word document
Forms
Process
Preparing a document template
Creating a document template in the Administration tool
Creating a document template with translations
Manage document templates screen - Available tabs
“Properties” tab
Creating a dynamic document template
Enabling translations
“Dependencies” tab
Displaying dependencies in list mode
What is the “Show dependencies for last deployed version” option for?
Displaying dependencies graphically
What is the “Show dependencies for all deployed versions” option for?
“Summary” tab
“Log” tab
Implementing a document template in a process
Duplicating a document template
Deleting a document template
Final result
Perform a keyword search
Add
Creating a document template in the Administration tool
Creating a document template with translations
All audits
Apply
Browse
Creating a document template in the Administration tool
“Properties” tab
CSV Export
Content
Creating a dynamic document template
“Properties” tab
Copy attributes
Copy only attributes from document template
Delete
Dependencies
Manage document templates screen - Available tabs
“Dependencies” tab
Deployment history
What is the “Show dependencies for all deployed versions” option for?
What is the “Show dependencies for last deployed version” option for?
Description
Display
Display dependencies graphically
Document template
Creating a document template in the Administration tool
Creating a document template with translations
Implementing a document template in a process
Process
Document template task
Document template tasks
Duplicate
EDM
Enable translations
Creating a document template with translations
Enabling translations
“Properties” tab
End date
File
Form
Forms
Creating a dynamic document template
“Properties” tab
Help
Log
Manage document templates screen - Available tabs
“Log” tab
Log entries
Manage document templates
Creating a document template in the Administration tool
Creating a document template with translations
Manage document templates screen - Available tabs
Month audits
Name
New
Creating a document template in the Administration tool
Creating a document template with translations
Only Show error audits box
Operation
Package
Preview
Process
Properties
Manage document templates screen - Available tabs
“Properties” tab
Reset
“Log” tab
“Properties” tab
Save
Server log
Show dependencies for all deployed versions
Show dependencies for last deployed version
Show login/logout events
Start date
Summary
Manage document templates screen - Available tabs
“Summary” tab
User
Users
Week audits
Year audits
Contents
Index