Using Template

TEMPLATES

 

The Apply Template drop down list allows you to select the Global Template or User Created Template to the profile fields of the current document being displayed.

 

fig-1

 

Selecting the "Global Template1" from the Apply Templates drop down list will apply the Global Template settings to the profile fields of the document being displayed.

 

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Click Yes on the validation message “Are you sure you want to apply document metadata from template?” and the Global Template 1 values will be loaded to the profile fields of the document being displayed.

 

fig-3

 

After selecting the "Global Template 1" the Profile Field values are applied to the document being displayed.

 

fig-4

 

Add Current Profile As Template

 

The current profile can be added as a template by clicking the Add Current Profile As Template button.

 

fig-5

 

You can create the profile of your choice.

 

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Edit User Templates

 

User Created Profile Templates can be edited by clicking the Edit User Templates button.

 

Note:

Custom Action group under Options toolbar displayed in the below screen will be different for Workflow 2.0. Refer Options Tab Section for more details.

 

fig-7

 

User Created Profile Templates can be viewed in the Document Metadata Templates For dialog box.

 

fig-8

 

User Created Profile Templates can be edited by selecting from the list.

 

1. Add: New blank profile fields can be displayed by clicking the Add button.
2. Save: Current values of the newly created profile or edited values of the current selected profile can be saved by clicking the Save button.
3. Delete: Current selected profile can be deleted by clicking the Delete button.
4. Cancel: Displayed values of the profile fields can be cleared by clicking the Cancel button.

 

fig-9

 

Difference between Global Templates and User Created Templates:

1. Global Templates are visible to all the users in the PaperSave Workflow window, Workflow Entry Viewer (WEV) window and Auto-Entry (AE) window.
2. User Created Profile Templates are visible only to the user who has created the template in the PaperSave Workflow window, Workflow Entry Viewer (WEV) window and Auto-Entry (AE) window.
3. A user cannot view the templates created by other users.
4. User Created Profile Templates are specific to every workflow queue. For example, different workflow queues can have different User Created Profile Templates.