In order to ensure that the templates you create for documents are as thorough as possible, and contain all necessary information, consider the OnBase elements you may need to configure before creating templates:
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What is the purpose of this template?
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Who will be creating a document from it?
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Who is best suited to create this template?
For example, should one user create the letter portion of the template, then allow another user to create and configure Placeholders and Template Options?
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What existing information must be pulled in from OnBase ?
For example:
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Keyword Values
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HTML Forms
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VBScripts
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WorkView Attributes
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Does new information have to be created in OnBase before beginning to configure a template?
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How will the layout and design of information look?
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Where will the document be saved after it has been completed?
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Should the document be saved in one or multiple file formats?
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Should VBScripts be used to automate the document creation process?
Answering these questions before beginning template group and template creation allows for organized ease-of-use when creating, managing, and configuring Placeholders.
Also:
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Ensure that the proper User Group privileges are configured. See User Group Privileges for more information.
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If you want to allow tracking of changes to a template document, you must be licensed for the EDM Services module. The SYS Document Template Document Type, where Document Composition templates are stored, must be configured as revisable. For more information about configuring revisable Document Types, see the EDM Services documentation.
If the SYS Document Template Document Type is not revisable, a new copy of the template will be saved to the SYS Document Template Document Type each time a template is saved.