Document template (form) – Primacy customer support

Click Settings > Lists > Application configuration > Event actions. Document templates appear in the lower pane. Double click a template to open the properties form.

Press CTRL+Q to move the cursor to the quick launch field. Type the event keyword into the quick launch box. Select the Event actions result. Document templates appear in the lower pane. Double click a template to open the properties form.

large i.jpg Use this form to create and maintain information about document templates for event actions.

Tasks that use this form

How to add a document template

Navigating the form

The following tables provide descriptions for the controls in this form.

Actions

Action	Description
New	Creates a new record.
Save	Saves current record.
Save and new	Saves current record and resets the form to prepare a new record.
Save and close	Saves current record and closes the form.
Close	Closes the list or form being viewed.
File > Page setup	Opens a page setup dialogue box to set printing parameters.
File > Print preview	Opens a print preview box.
File > Print	Opens a dialogue box to select print options.
File > Refresh	Each time you refresh data, you see the most recent version of the information in the database, including any changes that were just made to the data.

Fields

Field	Description
Document number	The number assigned to the document template.
Jurisdiction	Select the jurisdiction in which this template applies and can be used.
Business unit	Select the business unit from the drop down menu. For instructions on how to add a business unit, see How to add a business unit.
Instructing party	This field contains the instructing party for the company. The pick list contains all business parties in the database with the allowable role of Instructing party.
Days to file	The number of days it will take to file this document.
Generation options	Select the option available when generating this document. The options available in this pick list are user definable and can be set by navigating to Settings > Lists > Application configuration > Pick list choices > DocumentGenerationOptionCode. For instructions on how to add a pick list item, see How to add a pick list item.
Document version	Select the version type for this document. The options available in this pick list are user definable and can be set by navigating to Settings > Lists > Application configuration > Pick list choices > DocumentTemplateVersion. For instructions on how to add a pick list item, see How to add a pick list item.
Description	The description of this document template.
Browse	Use the Browse button (...) to locate mail merge document templates on your network.
Document type	Select the type of document category this falls under. The options available in this pick list are user definable and can be set by navigating to Settings > Lists > Application configuration > Pick list choices > DocumentTypeCode. For instructions on how to add a pick list item, see How to add a pick list item.
Template type	The type of template this document will use. The options available in this pick list are user definable and can be set by navigating to Settings > Lists > Application configuration > Pick list choices > TemplateTypeCode. For instructions on how to add a pick list item, see How to add a pick list item.
Applies to	The related party type this document is associated with.
Document category	Select the document category that applies to the document template. The options available in this pick list are user definable and can be set by navigating to Settings > Lists > Application configuration > Pick list choices > DefaultReportCategoryCode. For instructions on how to add a pick list item, see How to add a pick list item.
File with registrar	Select this check box if this document must be filed with a registrar.
Requires finalized document	Select this check box if this document requires a finalization process.

Administration

View information about the user who created or last modified the selected record.

Field	Description
Record ID	The current record's identification number.
Created by	The user who created this record.
Created on	The date this record was created.
Modified by	The last user to modify the details of this record.
Modified on	The date this record was last modified.