You can include one or multiple templates in a document
specification and generate a document from the document specification.
About this task
Note: 
As an alternative to this task, you can also drag and drop
.dta files
from a Windows explorer directory
into the
Templates section of the Document
specification view.
Procedure
- In the Document Specification view, right-click Templates.
- Click Add templates.
- Select a tab to choose one or more templates to add:
- Load from library:
- Select a template from the Central Management component.
- Click Add selected.
- Repeat to add more than one template to the document specification.
- Use the Up and Down buttons
to order the templates in your document specification.
- Open local or remote:
- To select templates, enter a URL and click Add URL or
click Browse to select a template from your
computer or server.
- Repeat to add more than one template to the document specification.
- Use the Up and Down buttons
to order the templates in your document specification.
Tip: You can use relative paths, HTTP paths
, or HTTPS paths to related resources in document
specifications. When you use relative paths, you can change the directory
structure of your files or move them to the central asset management
system and still access the files necessary to generate documents. You are prompted to choose between using
relative paths or absolute paths when the document specification is
saved, when the template is in the same folder as the document specification,
when the template is in a child folder of the folder that contains
the document specification, or when the template is in a parent folder
of the folder that contains the document specification. You cannot
specify a relative path to a parent folder of a parent folder.
Note: You can use the same template multiple times with different
configurations for its data sources.
- Click Finish.
- Optional: If you must change the order of the
templates again after closing the Add template window,
reorder the templates by dragging them into the correct order in the Document
Specification view. In most situations, the
order the templates appear in the Document Specification view is the
order in which they display in your generated report.
Results
When you publish the document, each template is executed in
the order it are specified in the document specification.
Example
Table 1. Multi-template document exampleTemplate file name |
Template contents |
Explanation of use |
titlePage.dta |
Title page, Table of contents |
Generates the title page |
masterPage.dta |
Header, Footer |
Generates the header and footer for each page
of the document |
Introduction.dta |
Paragraph introduction |
Provides an introduction for the report |
Data.dta |
Tables of data |
Generates the data from the data source |
Summary.dta |
Include file for summary |
Includes a Microsoft Word
file with an analysis of the data |