Creating Document Templates

Creating a document template involves writing the document text as a Word document, then inserting keywords as Merge fields.

Keywords provide placeholders where document text is derived from domain model content, such as customer name, address, or amount. Intrinsic keywords are standard keywords for system date or system time, for example. Create a document template by using Microsoft Word, or other document editing tool that can store in the .docx format.

  1. In the administration navigation pane, click Document Templates > Templates.
  2. Click Create.
  3. Enter a template name.
    If your installation uses more than one locale, it is recommended (but not necessary) that the name of the template somehow reflect the locale used in the template. Include words or characters specific to the locale in the name, or use ISO language codes and country codes in the name. For example, a template for documents in Chinese could have "zh-CN" or "zh-SG" in the name, or a template for documents in Spanish might include "Español" in the name. It will be up to your configured workflow logic to select the correct template.
  4. Enter a code for the new document template that you are adding.
  5. Enter a description of the template in the Description field.
  6. Browse and select a document template in .docx format from your filesystem.
  7. To see how the template appears on a page, click the Preview icon.
  8. When you are finished, click Publish or Create.
    Note: Clicking Create only creates the template. The workflow will not use the document template until it is published. By clicking Publish, the document template is made available in the workflow.

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