The Document templates module offers the following possibilities:
- Create new templates
- Manage templates
There are templates for Documents, Reports and Lists.
Used templates are active, unused templates that are put on inactive.
Install a template from the Template Library.
The numbers in the image correspond with the following options:
- New; create a new template
- Library; a new screen opens with a list of all the templates
- Search on name of the template; type the (part of the) name of the template
- Search on URL; type the URL of the template
- Search on visible (yes/no)
- Search on Multi record (yes/no)
- Search on Print (yes/no)
- Search on System (yes/no)
- Search on entity; select from drop-down menu
- Search on code
- Search on number
- View and edit a template by clicking on it
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Keywords: UD-567