The system starts the workstation application (for example, Microsoft Word) required to create the original application file without any data in the new file. To reduce the entry of data that is often repeated, you can create a template or source file for creating new original application files. The data from the templates is copied to the original application file that you want to create.
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.
You must define the following settings in Customizing for Document Management:
The name of the source file (for example, letter.doc) must be entered with the data carrier type (for example, PC with a Windows operating system) and workstation application (for example, Microsoft Word) under Define templates for original application file.
The path containing the source file for the combination of data carrier type (for example, PC with a Windows operating system) and workstation application (Microsoft Word) must be entered under Define workstation applications in network.
When 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.