Document Templates

Use

Document templates serve as references for creating a new document. They can provide a standard layout for certain company documents and contain additional text, for example, for forms.

Integration

Document templates for messages, SAPscript documents, and PC documents are created as 'normal' documents in the Business Workplace. Depending on the application, the following attributes must be assigned to the documents:

• Changeable for templates that are for general use

• Changeable or Changeable by Author for templates that are for private use

If a document template is used by all users or by a group of users, store the document in a client folder or a group folder in shared folders. If a document template is only used by one user, store this document in a private folder.

Alternatively, you can also use default documents as document templates. Only administrators can create default documents, however.

Activities

To use a changeable document as a document template, select the document and choose Create with Reference in the list field for . Then proceed as described in Creating a Document. If the document template has attachments, these are also appended to the new document as links.