Managing Document Type Templates

Monarch Server users can apply templates to documents when exporting them. All document templates used in the system are listed on the Templates page.

NOTE: Each template type is available only under the appropriate license.

User can manage document type templates (add, edit, or remove) on the Document Type Templates page.

To display the Templates page

To display the Templates page

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

  2. Open a document type for editing by clicking its name.

  3. Click the Templates tab.