Edit an Existing Document Template

  1. In the Document section, unfold Document Templates and unfold the appropriate parent application.
     

  2. Click on the appropriate template. A Document Template Properties dialog appears.
     

  3. Modify values and click OK to save changes.

 

Document Template Properties Fields

 

Field Name

Compulsory

Description

Template ID

Automatic number

Unique ID of the template.

Template Display Name

Yes

Template name that will be displayed in the CMS Desk. This name can be changed at any time.

Template Code Name

Yes

Code name (alias) of the template that will be used in your code. This name should be changed only when the code is changed by developer. Otherwise, it may stop the application working.

Please note: The name must be in form application.template.

Example: shop.pc is a template named "pc" within application named "shop".

The template has custom attributes

No

You can see if the document template has custom attributes (checked) or if the document template is a simple container without any additional information (unchecked).

Use versioning and workflow

No

You can choose if the documents of this type use versioning and workflow.

Workflow

No

If this document template uses versioning and workflow, you can choose the workflow to be used.