Creating document templates

You can create a template from scratch or use a predefined template. Sample templates are located in the utils folder.

Procedure

  1. In Document Studio, click File > New > New Template Wizard. The Welcome page displays; click Next.
  2. In the Select Starting Template window, specify the template details:
    • To create a new template, click Create a New Template, and then click Next.
    • To create a template from a base template, click Create a New Template starting from an existing base Template. Edit the information as needed for your template by modifying the Base template path, Name, Description. Select the Clear template content check box to remove the template elements.
  3. Click Next. TheTitle Page window opens.
  4. Select the options for the title page:
    • To use an existing title page, select No Title Page/Use existing Title Page and click Next.
    • To define a new Title Page, select Define Template Title Page. Select the check box next to the options to select the paragraph elements containing a Title, Subtitle, along with Table and Section fields to be included in the Template, and then click Next.
  5. The Data Sources window displays the data sources in the base template. You can add, edit or remove the data sources. To add the data source:
    1. Click Add. The New Data Source window opens.
    2. Specify the data source type, data source file, data source ID, and description.
    3. Click OK. In the Data Sources window, click Next.
    To modify a data source click Edit. To remove a data source, click Remove.
  6. The Master Pages Structure window displays all master pages in the base template by default. You can add, edit or remove the master pages. To add or edit a master page:
    1. Click Add or Edit. The New Master Page window opens.
    2. Specify the name, description, orientation, and size.
    3. Click OK in the New Master Page window, and then click Next in the Master Pages Structure window.
  7. The Variables window, by default, displays all variables in the base template. You can add, edit or remove the variables. To add a variable:
    1. Click Add or Edit. The New Variable window opens.
    2. Specify the name, description, default value, and access.
    3. Click OK in the New Variable window, and then click Next in the Variables window.
  8. Review the information in the Summary window, and then click Finish.
    Note: You can view raw schema by selecting No for the Use schema annotation for display option in the Document Studio Preference page. When displaying a data source schema, the label annotation is used if present. You can display the names in the Rational® Publishing Engine browser. See Setting preferences.

Results

The document template is loaded into Document Studio. Click File > Save As or click the Save icon on the toolbar and select the folder and file name for the file. The template is saved as a .dta file.

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