Template documents are used to format reports, to provide a basis for data sheets, or as seed files that are attached to all documents of a specific type on creation.
-
Template documents are typically created by system administrators.
-
Template documents may be created at the site level and available for use in any plant. Set your Create Scope to Scope Not Set before you use the steps below.
-
Expand Document Category in the tree and find the Template Documents node.
-
Right-click Template Documents, and click New Template Document.
-
Select the type of template document you want to create.
-
Click Next.
-
Provide additional information for the new template document, such as a name, description, owning group, and so forth. Asterisks (*) indicate required information.
All template documents use the SPFRevisionSchema revision scheme, but you can choose
the major or minor revision number.
-
Click Next.
-
Click Add File, and browse to the document that you want to use as a template.
-
Click Open.
-
Make any necessary changes to the Description, Is Viewable, and Is Editable columns for the files in the Attach files table.
-
Click Finish to create the template document.
Unlike files attached to design documents, files attached to template documents are
not stored in a vault. They are stored directly in the database.