Documents - Template creation

Applications module View page Properties Documents, Create new template

Template name

Enter a name here.

Template type

In this drop-down list, you can select the desired program to generate the completed document or PDF, depending on the preset specified for the document generator in the portal properties.

Please note: Using Microsoft Office to edit ODT files is not recommended by United Planet, and no technical support can be provided if errors occur.

Models

If a template has not yet been created, no entry will be shown in the Models drop-down list. As soon as you create a report template, it is provided for selection here. All report templates are saved to the portal directory internal\reports\document-templates.