Attribute Templates for Documents

Use

This function provides you with attribute templates for creating documents. You can define default values for modifiable attributes in a document, which means that you do not need to enter these values for each document on an individual basis.

You can make attribute templates available as personal templates or make these generally available to other users. It is also possible to define a template as a standard template. The system automatically includes default values for standard templates in a document.

Prerequisites

You have made settings for attribute templates in Customizing for Records and Case Management under Document  Activate Attribute Templates for Documents.

Attribute templates only support physical attributes and not logical attributes.

Features

• Maintain attribute templates

  Attribute templates are only displayed for selection when you create documents. When you save a new document, the Create Attributes dialog box appears. You can maintain attribute templates in the Attribute Template field using the function .

• Standard Template

  You can define default attribute values for a template when you create a new document by selecting a template as your user-specific standard template in template management (dialog box Manage Template Variant) by choosing ).

• General cross-user attribute templates

  Attribute templates whose names start with '/' (slash) are available to all users for selection in the respective RMS ID and element type (SPS-ID) in template management. Templates whose names do not have '/' are user-specific