Adding a Template to a Document Type

After you assign template to a document type you can assign this document type and template to a Monarch Server user. The user will be able to retrieve documents of this type and apply the specified template to documents when exporting them.

To add a template

To add a template

  1. On the Navigation Tree, click Report Warehouse, then click Document Management and select Document Types.

  2. On the Document Types page, do one of the following:

  1. On the displayed page, select the Templates.

  2. Click the Add icon (clip0002). The Template page containing the following items is displayed:

If you select ES Style or ES Report Style in the Type list, the following options become available:

  1. Fill in the boxes of the page and click Save. The system saves the new document template to the database and displays the updated Templates page, if the operation is completed successfully.

NOTE: You can assign document type templates to user groups, roles or users via the Template Rights tab that is available only for existing templates. For more details see Editing a Template.