Add a Document Template to an Event Wizard

A document template can be added to an Event wizard in two ways:

  • The document template displays as an option that can be selected.

  • The document template is automatically generated with the other system documents when the event is completed.

Add a document template to Event wizard

First, make sure that the document template you want to add to an event has been created in Document Templates. To learn how to create a document template, refer to Create a Document Template.

Next, follow these steps:

  1. Go to System Tools > User Defined Documents.

    Note

    System Tools can only be accessed by users with administrator privileges.

  2. Select the event to which you want to add the document template.For example, select Appointment Events > Appoint. A list of documents that are currently available for the selected event display.

  3. Select New in the upper right of the page to add another document template to the event. The User Defined Documents dialogue displays.

  4. Filter for documents for a specific country and select the document template in the dialogue.

  5. Select Next. The document displays under TEMPLATEDOCS.

  6. Provide a description for the template and enter other details as required in the User Defined Document Details dialogue.

  7. Select Finish.

    The document template is now visible in the list of documents and is available as a document option when you reopen the event wizard.

    A document template can be also added to a report or document wizard. To learn more, see Attach a Document Template to a Document or Report Wizard.