create and use templates

[Former Member]

Hi, experts,

When i created a document from a template,why i can't find the template( which i have created and activated in the system configuration) in the selection?

Thanks!

[Former Member]

Thanks!

[Former Member]

What kind template and documnet do you mean?

[Former Member]

Just a simple single template.

first I created a folder names Singletemplates,then I created a text file in this folder ; Secondly I configure in the template service changing its single template path to the directory of Singletemplates .

at last ,when i want to use this single template to create a new doc, but i find still noting in the template selection.

so what is the reason?

[Former Member]

Hi sandy,

follow these steps

Check and Configure the

Template Service

Task:

Check the template service is activated and define the location of templates and

template groups.

1. Log on as EP300.A-## to check that the template service is running and

define the location of the template groups and templates.

a) In the top level navigation, choose System Administration → System

Configuration and navigate to Knowledge Management → Content

Management → Global Services → Template Service. If Template

Service is invisible in Global Services, choose Mode → Advanced.

b) Ensure that in Template Service, the Active box is checked. Note

the paths for the template groups and templates. The default path

is/documents/Templates.

c) Choose Show Advanced Options if the Active box is missing.

2. Create the folders that have been defined in the configuration for templates

and template groups.

a) Choose Content Administration → KM Content → documents.

b) Choose Folder → New → Folder.

c) Enter the name Templates and choose Save.

d) Open this folder and create a new folder for the templates. The folder

must have the same name as that defined in the configuration, so use

SingleTemplates.

e) Create now a folder for the template groups in folder Templates. The

folder name must be the name defined in the configuration, so use

TemplateGroups.

Create and Use Single

Templates

Task:

Upload documents that will be used as templates. Activate these templates for a

specific folder and create new documents based on these templates.

1. Upload the documents Exercise.doc, Solution.doc, and Unit.ppt from

\Courses\EP300 62\Exercises\Template Service on the training share to the

folder SingleTemplates.

a) Choose Content Administration → KM Content and navigate

todocuments/Templates/SingleTemplates.

b) In the SingleTemplates folder, choose Folder → New → Upload.

c) Choose Browse to locate the file in \Courses\EP300

62\Exercises\Template Service, for example, Exercise.doc, and choose

Open.

d) Choose Upload and repeat these steps for the other documents.

e) When all the templates have been uploaded, choose Done.

2. Activate the templates Exercise.doc, Solution.doc, and Unit.ppt for the

documents## folder.

a) Locate the documents## folder. Navigate to the folder by choosing

Content Administration → KM Content and select documents/Public

Documents/documents##.

b) Click on the context menu for documents## and choose Details →

Settings → Templates.

c) Select all the templates (select the checkboxes) and choose Save and

then Close.

3. Create new documents in the documents## folder based on these templates.

a) Within the documents## folder, choose Folder → New → From

Template and choose a template. Because the templates have been

activated only in this folder, the template selection is also only available

for this folder.

b) Enter a name and choose Save.

award me points if it helpful

[Former Member]

Hi Bala,

Thanks very much for your help!

the problem has been resovled.