Document Manager : Create New Documents : Create a New Document from a Template
Create a New Document from a Template

After creating a template, you can use it to create new documents, as needed.

To create a new document from a template

1
Click the Document Manager tab.
2
Click Creating Documents.
3
The Create New Document 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 you want to create from the Document Type list such as an Invoice.
6
Select a template to use for creating the document from the Template list. Optional. Click Create.

A new document form opens.

7
Add the applicable information in the new document form.
*
Override the existing data in the fields, as needed for the new document.
*
If the form has tabs, such as an Item Information or Line Items tab, click the tab. Then, add the information to that part of the form.

The example page below uses a Document Viewer form.

The example page below does not use a Document Viewer form.

8
Click Save.
Note: If you try to save a document, or leave the page before completing all required fields, a warning message prompts you to add the required information.
*
Click No to go back and complete the form.
*
Click Yes to save the form in its current state.
9
To attach a file to this document, you must first save it and then open the document from your Sendbox. See “Attach a File to a Document” on page 254.
10
Continue to “Optional Steps” on page 234.

16.2 release. Updated October 23, 2016


Trading Grid Online User Guide PDF


Copyright © 2016 Open Text. All rights reserved.
Trademarks owned by Open Text.