Using Document Templates - EDM Services - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

EDM Services

Platform
OnBase
Product
EDM Services
Release
Foundation 23.1
License
Standard
Essential
Premier

EDM Services allows you to create new documents in OnBase using a document template.

Document templates are pre-existing OLE documents that can be used as templates for new OLE documents. Document templates provide you with a base document that can be altered and stored as a new document. For example, your company may have a standard memo format stored as a template, which includes the company logo and address. You can use this document template to create a new document that includes memo text and recipient information, as well as the company logo and address from the template.

Document templates are created and configured by your system administrator.

Note:

PDF files are not supported with document templates.

Note:

Microsoft Excel documents are not supported with document templates in the Unity Client.

To create a new document from a document template:

  1. From the Home tab, click Templates.
  2. The Document Templates layout is displayed.

    You can filter the document templates in the Document Templates pane by typing a value into the Find search box. Templates containing the specified value will be displayed. You may also click the Group by Document Type Group button to organize the document templates in the pane by Document Type Group:

  3. Select a template from the Document Templates pane. The program used to generate the template opens. For example, in the case of our memo example, Microsoft Word is likely to be the originating program.
  4. Make the desired changes to your template and click Save.
  5. The Import layout is displayed.
  6. Select a Document Type, and add any Keyword Values you wish to associate with the document. In some cases, you may not be able to override the default Document Type.
  7. After indexing the document, click Import.
  8. Depending on your configuration, you may be prompted to enter a revision comment. After importing the document, a message asking Would you like to create a new document from the template? is displayed. Click Yes to create another document of the same type or click No if you are finished creating documents.
    Note:

    For more information on the Import layout, see the Unity Client documentation.