In the Document Studio application, create a template and
add elements to it.
- Create a template in the Document Studio application.
- Click .
- Optional: In the Create a new
template window, for the metadata Name of
the template, enter Review approval. This
step is optional because the Name value entered when you submit this
template to the Central management component takes precedence over
this value.
- Optional: For the metadata Description of
the template, enter This template includes a review name
and a place for the reviewer to provide approval for the document. This step is optional because the Description value entered
when you submit this template to the Central management component
takes precedence over this value.
- For the Template version, select Template
version 2.
- Click Finish.
- Click to save the template to your computer.
- Select a location to save the template and name it reviewApproval.dta.
- Add elements to the template:
- From the Palette view, drag a Paragraph element
into the Template Content tab.
- From the Palette view, drag a Text element
into the paragraph element.
- Repeat to drag a second Text element
into the paragraph element.
- Select the first text element.
- In the Properties view, select the Content tab.
- Enter Reviewed by: . Make
sure to include a space after the text.
- From the Palette view, drag another Paragraph element
after the first paragraph element.
- From the Palette view, drag a Text element
into the paragraph element.
- Repeat to drag a second Text element
into the paragraph element.
- Select the first text element.
- In the Properties view, select the Content tab.
- Enter Initials: . Make
sure to include a space after the text.
- Select the second text element.
- In the Properties view, select the Content tab.
- Enter a series of underscore characters to produce a
line for the reviewer to write initials on in the output.
- Upload the template to the Central management component.
- Click .
- For the asset type, select Template,
select a location to save the template, and click Next.
- For the Name, enter: Review
approval
- For the Values, enter the following
items separate by line breaks:
- For the Tags, enter the following
items separated by commas: tag1, tag2, tag3
- For the Description, enter: This
template includes a review name and a place for the reviewer to provide
approval for the document.
- Do not select the Private asset check
box because this asset is to be available to any user.
- Click Finish. A
confirmation window displays.
Result:
To verify the template after completing this task,
- Click . Because there are no variables or data sources to
configure, you can generate the document without clicking Configure
and Generate Document and having to complete the document
generation wizard.
- In the Results window, select one of the outputs.