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Lesson 1: Creating a document template

A document template defines what data is to be extracted from the data source (queries) and how to format all the information.

A template is built of static and dynamic content. The static content is defined by data such as texts and images, that are provided when the template is designed. The dynamic content is represented by data obtained from the data sources at document generation time. A document template does not refer to concrete data sources.

The template's data's structure is defined with a schema. This allows the template to be applied to any data source that has a matching structure.

  1. In the Document Studio, click File > New > New Template Wizard and click Next in the welcome page.
  2. Click Create a New Template and click Next.
  3. Select Define Template Title Page.
  4. Select the check box next to the options for the paragraph elements to be included in the template:
    • Title
    • Subtitle
    • Table
    • Section
    Click Next.
  5. In the Summary window, review the information and click Finish.

Lesson checkpoint

You created a template.
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