Create a Document Template

Refer to the "Document Catalog" section for additional information on the Document Catalog. Refer to the "Document Layout" section for additional information on documents. Refer to the "Document Templates" section for additional information.

To create a document template from the Document Catalog, perform these steps:

  1. Select Search > Document Catalog from the Secondary Navigation Panel.  Result: The Document Catalog page appears in Search Mode.

  2. Select Create to switch to the Create Mode.

  3. Enter the required information in the Document Identifier section, Code, Dept, and ID.  NOTE: ID is required only if Auto Numbering (under Other Options) is not checked.

  4. Enter any remaining fields; for example, the Unit for the document. If you are using automatic document numbering, select the Auto Numbering check box to have CGI Advantage automatically generate the Document ID for this document.  If you select the Auto Numbering check box, do not fill in the ID field; otherwise, the ID field is required.    

  5. Select the Create Template check box.

  6. Select Create. Result: A new document page appears in Edit mode.  NOTE: Because Advantage opens the document in Edit mode, you can start entering information immediately.  If you have to exit the document before you submit it and then reopen the document, you will need to switch to Edit mode by selecting the Edit button before you can resume entering information.

  7. Enter information into the document fields.

  8. Save your work by selecting the Save button. You will not be able to validate or submit Document Templates.

  9. Select the Close button to return to the Document Catalog.