SRS Documents > Document Setup > SRS Document Print Setup > Add SRS Document Template

Add SRS Document Template

You use this program to add new document templates for a selected document type.

New templates can be added by copying them from the SYSPRO sample templates or from templates previously created for the document type.

New Template

Field Description
Document type This displays the document type for which you are creating the new template.
Template description Enter the descriptive name for the new template.
What would you like to do  
Copy a template Select this to create the new template by copying an existing template.

You can create the new template by copying a sample template, an existing template on your system or a template which resides on an external drive/device or on a network drive.
Use an existing template Select this to create the new template from a template you previously created and which currently exists on your system.
Source template The options enabled in this section depend on your selection at the What would you like to do option.
Sample template Select this to create the new template using a SYSPRO sample template for the document type.

This option is only enabled when you select to Copy a template.
Existing template Select this to create the new template using a template you previously created for the document type. This template must already exist on your system.
External template file Select this to create the new template by copying a template which exists either on your system, your network or on an external drive or device.
External file location This only applies in a client/server environment.
OptionDescription
ClientSelect this to indicate that the source template is located on the client machine; either on the client's hard drive or on an external device plugged into the client machine.
ServerSelect this to indicate that the source template is located on the server.
Template Indicate the name of the template file you want to use to create the new template.

Browse

This screen is displayed when you select the Browse icon from the Template field.

Field Description
Select Select this to use the template currently highlighted in the listview.
Document type This indicates the document type against which the template can be found.
Description This indicates the template description.
Template This indicates the file name of the template.

Hint and tips

  • To create an entirely new blank document, create a new template by copying the relevant blank sample template, which will already be linked to the correct data source set.

Notes and warnings

Program access

  • This program can be accessed by selecting the Edit->New->Templateoption (or the Add icon) from the Templates pane of the SRS Document Print Setup program or by selecting the Edit->New option (or the New icon) from the Maintain SRS Document Templates program.

Adding a document template configuration

You would typically use this procedure when you are adding a new document template configuration to a document type.

You need to do this before you can print, email, fax or archive any SRS documents of this document type.

  1. Open the SRS Document Print Setup program (SYSPRO ribbon bar > Setup > Stationery Formats > SRS Document Setup).

  2. Select (New > Template) from the Edit menu.

  3. Enter the new template details and then save your changes.

    Include the following details:

    • a template description

    • if you would like to copy a template, use an existing template, or create a new template

    • the source file location

    • the external file location (if you selected External template file as the source file location)

    • the template name

  4. Enter the document template configuration details.

  5. Define the archive options required.

  6. Define the print, email and fax options, as well as the printers required.

    The {Current printer} is added by default. You can add additional printers if you need documents to always print to specific printers.

  7. Save your changes.