You use this program to add new document templates for a selected document type.
New templates can be added by copying them from the SYSPRO sample templates or from templates previously created for the document type.
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
| Document type | This displays the document type for which you are creating the new template. | ||||||
| Template description | Enter the descriptive name for the new template. | ||||||
| What would you like to do | |||||||
| Copy a template | Select this to create the new template by copying an
existing template. You can create the new template by copying a sample template, an existing template on your system or a template which resides on an external drive/device or on a network drive. |
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| Use an existing template | Select this to create the new template from a template you previously created and which currently exists on your system. | ||||||
| Source template | The options enabled in this section depend on your selection at the What would you like to do option. | ||||||
| Sample template | Select this to create the new template using a SYSPRO
sample template for the document type. This option is only enabled when you select to Copy a template. |
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| Existing template | Select this to create the new template using a template you previously created for the document type. This template must already exist on your system. | ||||||
| External template file | Select this to create the new template by copying a template which exists either on your system, your network or on an external drive or device. | ||||||
| External file location | This only applies in a client/server
environment.
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| Template | Indicate the name of the template file you want to use to create the new template. |
This screen is displayed when you select the Browse icon from the Template field.
| Field | Description |
|---|---|
| Select | Select this to use the template currently highlighted in the listview. |
| Document type | This indicates the document type against which the template can be found. |
| Description | This indicates the template description. |
| Template | This indicates the file name of the template. |
To create an entirely new blank document, create a new template by copying the relevant blank sample template, which will already be linked to the correct data source set.
This program can be accessed by selecting the ->->option (or the Add icon) from the Templates pane of the SRS Document Print Setup program or by selecting the -> option (or the New icon) from the SRS Document Template program.
Adding a document template configuration
You would typically use this procedure when you are adding a new document template configuration to a document type.
You need to do this before you can print, email, fax or archive any SRS documents of this document type.
Open the SRS Document Print Setup program .
Select from the Edit menu.
Enter the new template details and then save your changes.
Include the following details:
a template description
if you would like to copy a template, use an existing template, or create a new template
the source file location
the external file location (if you selected External template file as the source file location)
the template name
Enter the document template configuration details.
Define the archive options required.
Define the print, email and fax options, as well as the printers required.
The {Current printer} is added by default. You can add additional printers if you need documents to always print to specific printers.
Save your changes.