Create Document From Template

Explanation

Use this activity to create a document using a predefined document template. This can be performed in New Document from Template page which opens a new assistant.

Select a Template

In this step all the document templates that you have access to, will be displayed. Select one template and optionally, click Download File to view the template file before creating a document using it. After you have selected the file which you want to create a document from, click Finish.

Advanced settings

In this step of the assistant, optionally you can alter the title of the document created. If the document class of the selected template is setup to use advanced number generator, select a number counter or a booking list.

Note: If you are working with a business object and require creating a document from a template, find the business object page’s Documents tab in the Attachments panel. Select the New Document from Template option which opens a new assistant.

This activity uses IFS Aurena Agent. For details on the file operations that support Aurena Agent, refer to the Uses of Aurena Agent in Document Management.

Prerequisites

• A template document must exists in EDM Basic/Document File Template page.
• You must have at least view access to the selected template document.

System Effects

• A document will be created and copy of template file will be checked out for that document to be edited.
• The document revision's File status will be set to Checked Out and other users are prevented from editing the file.
• Once you have finished editing the document, you can check in the document file.

Pages

Create Document from Template
My Documents

Activity Diagrams

Create Document, Casual