Add a Template to Office Template Manager

 

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Use this procedure to add a template to Office Template Manager.

 

To add a template to Office Template Manager

  1. Access the Office Template Manager window using any of the following methods:

  2. In any window that has the Office feature available, click the Office Merge button.

  3. In a report window, in the Report Setting field, enter a report setting that is not set up to use a specific template. In the Printer/Output field, select Office Merge and click Print.

Note For more information on report settings, see Create a Report Setting.

  1. In a listing window, in the Printer/Output field, select Office Merge and click Print.

  2. In the Office Template Manager window, click the Add Template button.

  3. In the Add Template window, enter the Template Name field. For more information, see Add Template – Fields.

  4. In the File Name field, enter the file name of the template.

  5. Select whether this template is for public or private use. Select Public Template to allow other users to select and use this template. Select Private Template to make the template accessible only to you.

Note The Office Template Manager displays only public templates and your private templates. Private templates added by other users are not displayed.

  1. Click Accept.

The template is added to Office Template Manager.