Create a New Document Template

If you want to create a new custom document template, you can use the New Document Template Wizard that will guide you through the process of creating the document template. It will also generate all necessary settings, queries and the default transformation.

 

the Document section, unfold Document Templates and choose the required application where you want to create your new document template. In the toolbar click New.

 

The New Document Template Wizard appears.

 

Step 1 - New Template Name

 

In the first step, you need to enter the display name and code name of the document template. The display name is used in the user interface, while the code name is used by developers in code. Please note that the code name cannot contain spaces.

 

Example:

 

Display Name: Car

Code Name: ProductCatalog.Car

 

Step 2 - Document Template Type

 

In step 2, you can choose on of two document templates types:

 

Step 3 - Document Template Custom Attributes

 

You will see this step only if you chose "Template with custom attributes" type in step 2. In this step, you can define custom attributes. For instance, if you have a document template for a catalog of cars, you can create custom attributes Car Name, Body, Color and Photo. To see more details on particular columns, please see chapter Edit Template Attributes.

 

Step 4 - Additional Template Settings

 

In this step, you can specify if you want to allow users edit the document name in a separate field or if the document name should be automatically filled in using a value from the given custom field.

 

You can also choose if the document should use versioning and workflow.

 

Step 5 - Parent Document Templates

 

In this step, you can choose which under which document types can the new template be placed. For example, you may specify that the document template for cars can only be placed under documents of type "Root", "Folder" and "MenuItem", but not under "MobilePhone".

 

Step 6 - Finishing the Wizard

 

In step 6, the wizard completes the creation of the new document template and displays the summary of all completed steps:

 

Now you can create a new document based on this custom document template. Go to the Content section, click Root (or other node according to chosen Parent Document Templates and click New. Choose the new template and click OK. You will be redirected to the editing form.