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 Source Files (Templates) for Original Application Files

Use

The system starts the workstation application (for example, Microsoft Word) needed to create the original application file without any data in the new file.

In order to reduce having to enter data that is often repeated you can create a template, or source file to help when creating new original application files. The data from the templates is copied in the original application file you want to create.

Example Example

You can create a letter that already contains certain data (for example, sender, address, and other text elements) as the template, and use this letter as a source for other documents.

When you create an original application file with the same application (for example, Microsoft Word), the data from the letter is copied to your new file, where you can change it as required.

End of the example.

Prerequisites

You must define the following settings in Customizing for the Document Management:

  • Start of the navigation path Control data Next navigation step Define Document Types End of the navigation path

The name of the source file (for example, letter.doc) must be entered with the data carrier type (for example, PC with Windows NT operating system) and workstation application (for example, Microsoft Word) under Define templates for original application file .

  • Start of the navigation path General data Next navigation step Define Workstation Applications End of the navigation path

The path containing the source file for the combination of data carrier type (for example, PC with Windows NT operating system) and workstation application (Microsoft Word) must be entered under Define workstation applications in network .

Features

Whenever you create a new original application file with this workstation application from the document info record, the system opens a new file containing the data from the source file. You can revise the source data and enhance it.