Document Template Designer
You can use this function to put CRM data from a Web service into a document in either Microsoft Word or Adobe PDF format (for example, for printing purposes). Note that Adobe PDF documents are read-only.
You can design a template for an object such as an opportunity, which specifies the layout, logo formatting, and so on, of your document. The system fills the document with CRM data at runtime.
Note
SAP does not provide default templates.
Prerequisites
Adobe PDF
For integration with Adobe, you use the following:
Adobe Reader on all system clients
Adobe LiveCycle Designer for the designer’s machine (included with SAP GUI)
Use the document template designer only when you are familiar with using Adobe LiveCycle Designer. For more information about using Adobe LiveCycle Designer, see the help documentation supplied by Adobe.
Microsoft Word
For integration with Microsoft Word, you use one of the following releases:
Microsoft Office 2003 Professional
Microsoft Office 2003 Professional Enterprise
Microsoft Office 2007 (or later)
Use the document template designer only when you are familiar with Microsoft Office. For more information about using Microsoft Word, especially Custom XML (Microsoft Office 2003 only) or content controls (Microsoft Office 2007 or later), see the help documentation supplied by Microsoft.
Microsoft Word 2007 or Later
You have installed the SAP data panel for Microsoft Word on the computers that you use to define templates at design time. You download the SAP data panel from the SAP Service Marketplace at 
http://www.service.sap.com/patches
Installations
and Upgrades
Browse our Download Catalog
SAP Frontend Components
SAP Data Panel for MS Word
. Note that you do not need to install the SAP data panel on computers that only use the
templates during runtime.
Adobe and Microsoft Word
You have a Web service to supply data to the template.
The Web service needs to be set to productive and released in the logon client.
You have activated the service
crm_oi
in SAP CRM (transactionSICF
).You have made the following security settings in your browser:
You have enabled your browser to initialize and script ActiveX controls not marked as safe for scripting
You have enabled your browser to run ActiveX controls and plug-ins
You have enabled your browser to allow active scripting
If you want to create documents and make them available in content management, you have defined profiles for document templates in Customizing for SAP CRM under
Customer Relationship Management
Basic Functions
Content Management
Define Document Template Profile
.
Features
Adobe PDF
For Adobe PDF templates, the document template designer uses the Adobe LiveCycle Designer, which is structured as follows:
XML structure pane
The left-hand side of each Adobe LiveCycle Designer page incorporates a pane to view data that contains, in an XML structure, all CRM data available for the business object for which you are creating the template. You can choose elements in the XML structure and add them to the template. For example, you can create one–to–many relationships in the template, such as, items in a sales order.
NoteText elements displayed are in context, that is, you cannot enter line items in the template before you have entered a header.
End of the note.Adobe LiveCycle Designer body pages
You can create, edit, and format your document template in the Adobe LiveCycle Designer body pages. You do this by adding elements from the XML pane. You then add and format your own input in the fields appended to these elements.
You use the Adobe LiveCycle Designer features to format the text in your template.
You can choose to preview the PDF.
Microsoft Word 2003
The document template designer is structured as follows:
XML structure pane
On the right-hand side of each Microsoft Word page, the document template designer incorporates an XML structure pane that contains all CRM data available for the business object for which you are creating the template. The pane is divided into the following parts:
The upper part displays text elements added to the template in an XML tree structure.
The lower part contains a list of elements that you can choose to add to the template.
This list only contains one element, which becomes the parent node of the XML tree structure. After you add this parent node to your template, the list expands to display more data elements that you can add to the template. These added elements appear as child nodes in the XML tree structure.
NoteText elements displayed are in context, that is, you cannot enter line items in the template before you have added a header.
End of the note.Microsoft Word page
You can create, edit, and format your document template on the Microsoft Word page. You do this by adding text elements from the XML pane. You then add and format your own input between the XML tags that appear on the page.
Microsoft Word 2007 (or Later)
The document template designer is structured as follows:
Microsoft Word add-in
The SAP data panel add-in shows the XML structure of the assigned Web service in Microsoft Word.
Microsoft Word page
You can create, edit, and format your document template on the Microsoft Word page. You do this by adding text elements from the SAP data panel. You then add and format your own input between the content controls that appear on the page.
Adobe PDF and Microsoft Word
You can incorporate tables into your template and you can nest tables insides tables. Note that multiple-line objects (for example, lists) must be inserted into a table. Otherwise, your document will be incomplete at runtime.
Example
1 business partner has 3 addresses and each address has 5 telephones.
Activities
Depending on your system landscape, you might want to use your templates in other systems. You can transport your templates manually in Customizing for Customer Relationship Management
by choosing Basic Functions
Content Management
Transport Document Template
.