Overview of document layouts
Menu path
Documents ? Setup ? Layouts ? Document
Introduction
This page summarizes document layouts in three views:
- Categories view – This is a summary of the number of document layouts saved in each document category.
- Subcategories view – This is a summary of the number of document layouts saved in each document subcategory.
- Layouts view – This is a list of document layouts attached to a document subcategory.
You can also create document layouts or modify existing ones on this page.
Roles and rights
All users can access this page to view the document layouts. However, to create or modify document layouts, function right 257 – Maintain document templates is required. By default, users with the Documents administrator or Template administrator role have this function right.
Note:
- For more details on function rights, go to System ? Setup ? Security ? Function rights.
- For more details on roles, go to System ? Setup ? Security ? Roles.
What version are you using?
The information in this document is applicable to product update 240 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I view the overview?
- On the page under the Criteria section, type or select a division code at Division.
- At Language, define the language of the layout.
- Click Show. The results is displayed in Categories view.
- Click the hyperlink under the Results section to view the subcategories. The results is now displayed in Subcategories view.
- Click the hyperlink again to view the document layouts attached to the respective subcategory. The results is now displayed in Layouts view.
Keep in mind: If there is no subcategory or only one subcategory available, clicking the hyperlink at step 4 will immediately display the document layouts.
How do I create document layouts?
- On the page, click New.
- At Type, type or select a code for the document layout.
- Define the rest of the fields where necessary.
- Click Save.
How do I modify document layouts?
- On the page under the Criteria section, type or select a division code at Division.
- At Language, define the language of the layout.
- Click Show. The results is displayed in Categories view.
- Click the hyperlink under the Results section to view the subcategories. The results is now displayed in Subcategories view.
- Click the hyperlink to view the document layouts attached to the respective subcategory. The results is now displayed in Layouts view.
- Click the hyperlink of the corresponding document layout to be modified.
- Make the necessary changes.
- Click Save.
Keep in mind: If there is no subcategory or only one subcategory available, clicking the hyperlink at step 4 will immediately display the document layouts.
Buttons
Show
Click this to display the results according to the defined criteria.
Note: Once you have clicked this button, the name of the button will change to Refresh.
Refresh
Click this to update the results according to the defined criteria.
New
Click this to create a document layout. For more information, see Creating and modifying document layouts.
Note:
- This is available only if you have function right 257 – Maintain document templates.
- Based on the current view, the Category field of the document layout is predefined. However, you can select another category:
- The Categories view – The Category field is predefined with the last document subcategory used in the document editor.
- The Subcategories view – The Category field is predefined with the first subcategory of the current category being summarized where this button is clicked.
- The Layouts view – The Category field is predefined with the current subcategory being summarized where this button is clicked.
Close
Click this to exit.
Fields
Criteria section
Division
Type or select a division to show only document layouts linked to this division. Once you have selected a division, you can view the details of the division by clicking the name of the division displayed next to the box. For more information, see Viewing division cards.
Language
Type or select a language to show only document layouts linked to this language.
Results section
While in the Categories view, you can click each category to display more details:
- If there are several subcategories of document layouts, the layouts are displayed by subcategory. Click each subcategory to display the layouts view.
- If there is only one subcategory of document layouts, the layouts view is displayed.
You can modify existing document layouts by clicking the ID number in the Document column while in the layouts view. For more information, see Creating and modifying document layouts.
Related documents
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
15.469.887 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
13-08-2014 |
Release: |
|
Attachment: |
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Disclaimer |