Document Templates - IRBS_Help

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Document Templates





 Items Description\ Notes
 Include Default Templates  If this box is checked, this record will Include Default Templates (Original templates that were installed during initial setup).  All original templates will have numbers BELOW 1000 (e.g. T1.dot, T30.dot etc).
 Include Inactive Templates  If this box is checked, this list will include templates marked as inactive.
 Set System Templates Inactive  Click to set system\default templates inactive
Pop-Up Menu
(right-mouse click on the list)

 
 New Template
   Display the Document Template detail screen in ADD mode to allow user to create a new Template
 Edit Template
   Display the Document Template detail screen in EDIT mode
 Delete Template
   Display the Document Template detail screen to allow user to delete a template.
 Print Template
   Print the list of templates.
 Design Template
  Displays the Template Designer to allow user to make changes to the selected word template.
 Copy Template
  Makes a copy of the selected template and appends the literal "Copy of" to the beginning of the title\description.  User should rename new template to a more meaning full name.
 Export to XML
   Export the template and fields to self-contained XML files that can be imported using the Import functionality (at another site or at ImproveBuild perhaps).
 Import XML Template
   Import previously exported Template XML files.  Peform this only at the instructions of ImproveBuild Support staff.
   


Document Template Detail Screen (Add, Edit, Delete record)





 Items  Notes
 Template Name  Enter Template Name
 Document Type  Click on the drop down arrow to choose a  Document Type
 Main Data Source  Click on the drop down arrow to choose a Main Data Source 
 Sub Data Source  Click on the drop down arrow to choose a Sub Data Source
 Default Location  Click on the drop down arrow to choose a Default Location
 Template Name  Enter Template Name
 Display Order  Enter Display Order
 Main Key Field  System generated
 Sub Key Field  System generated
 Is Active  If this box is checked, this record will be active
 Is Visible on Job Screen  If this box is checked, this record will be visible on Job Screen
 Is Estimate Report If checked, will cause the template to be displayed in the list of Estimate Reports.
   





See also

Payment Templates
Item Templates