Create a New Template

A template is a file that serves as a starting point for a new document, in this case, a document form, which is pre-formatted in some way. When you open a template, it already contains certain information, such as an address you use each time you create a document of the same type. Using templates saves time when creating new documents or turning around existing documents.

To create a new document template

1	Click the Document Manager tab.

2	Click the Templates tab in the Navigation Panel

.

3	Click Actions > Create Template.

The Create New Template page opens.

4	Do one of the following:

In the Trading Partner field, type the company name of the Trading Partner that will receive the document.

Click Browse to find the Trading Partner.

a	Select the Trading Partner from the list in the Trading Partner page.

b	Click Select.

5	Select the type of document template to use from the Document Type drop-down menu, for example, such as Invoice.

6	Type a name for the new template in the Template Name field.

7	If you want other users to have access to the template, check the Allow others to use checkbox.

8	Click Create.

A new form opens. The example template below does not use a Document Viewer form.

9	Click to save the form template.

10	When prompted, do one of the following:

To open the form, click Open in the prompt.

To save the form, click Save, and select a save option.

11	On the Document Templates page that displays, reorder the list by Date/Time to see your new template.

12	Continue to “Optional Steps” on page 234.

16.2 release. Updated October 23, 2016 Trading Grid Online User Guide PDF

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