Add a Document Template

A Document Template can be added to any object, except for the built-in Users object. It can use a Page stored in the platform, or it can be created using an external HTML, Word, or PowerPoint file. This section outlines the process.

To add a Document Template to an Object:

1. Click the [New Template] button.
   The New Template page appears.

2. Use the Template Variable Tool to get the names of variables you can use in the template:

   

   Note:
   Template variables can be used in HTML, Word, and PowerPoint files. (In Pages stored in the platform, you use standard JSP programming techniques to access platform information, rather than template variables.)

3. If it does not already exist, create the template.
   Follow the instructions below to add images and template variables, depending on the type of template you need to create:

   • Create an MS Word Document Template
   • Create a PowerPoint Document Template
   • Create an HTML Document Template
   • Create a JSP Page Document Template
   • Create a Compound Document Template, composed of multiple parts

4. Provide the information in the Template Information section:

   Template Title

   The template name

   Description

   Describe the purpose of the template or other information about it.

   Ready to Use

   The default setting for the template is Yes.

   Type

   HTML - To upload an HTML, Word, or PowerPoint file stored on your local system.

   • The [Browse] button appears.
   • Click it to locate the file to upload.

   Page - To use a JSP/HTML Page stored in the platform.

   • A list of platform Pages is displayed.

   (The list does not include pages that have the Include Headers option.)

   • Choose one of the listed pages.

5. Click [Save]