Setting Up Document Templates and Styles

Document templates are predefined Microsoft Word documents that enable you to format documents. Document templates traditionally determine the basic structure for the document that you use when you create documents. A document template in Microsoft Word is another Microsoft Word document that uses the extension .dot. Document templates traditionally have placeholders where you enter text and use the placeholder as a starting point for final documents.

A template may contain document settings, such as autotext entries, fonts, key assignments, macros, menus, page layouts, special formats, and styles. When you save a document template, Microsoft Word stores it in the Templates folder or in one of its subfolders.

Use the Define Document Templates and Styles page (CS_WORD_TMPL_SET) to set up document templates and styles.

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Supplier Contracts > Supplier Contracts Setup > Document Templates and Styles

This example illustrates the fields and controls on the Define Document Templates and Styles page.

Use this page to upload Microsoft Word document templates containing paragraph styles to use with supplier contracts. This page contains all the valid Microsoft Word document templates that you can use with SetIDs and configurators. Microsoft Word document templates must be inclusive of all paragraph styles that you use in the system, regardless of whether they are defaults for document generation or for overriding a style within a clause.

Bind variables are typically included in individual clauses and sections. However, you can include certain bind variables in a document template that binds transactional information, for example, into a Microsoft Word document template header or footer fields. This bind repeats on authored pages of a document. If a specific Microsoft Word document template contains header or footer bind variables, and the template is associated with a document configurator, verify that the bind variables are mapped for the same source transaction as the document configurator. For example, if you set up a document configurator to use with an ad hoc source transaction, then you must also map the transactional bind variables that are used in the Microsoft Word document template to the ad hoc source.

The system does not provide a warning if the source transaction for binds is different from the source for the document configurator. The system also does not resolve the binds in the contract document, but it does provides a message that the bind is unresolved in the document generation log.

See Setting Up Document Configurators and Templates.

Define Document Templates and Styles

Field or Control	Description
Upload additional files	Click to access the Upload Document Style Template File window where you can select the location of a template that you want to upload and add to the group of available templates. See Installation Options - Multiple Attachments Page to define the maximum attachment upload limit for various products.

Document Style Templates

Field or Control	Description
Template Name	Displays the name of the document template after it has been uploaded. This is the name of the file that is stored in the template folder. After you upload the file, you can change the template name.
View	Click to open the corresponding document template.
Where Used	Click this link to access the Search for All Content Instances Page (Define Document Templates and Styles).

Styles

Use this section to list all valid paragraph styles that are defined in Microsoft Word document templates that you want to use for PeopleSoft prompting. You must enter these paragraph styles exactly as the are in the Microsoft Word document template such as spacing and upper and lower case. This is because the system does not validate against the Microsoft Word document template. System prompting for styles is based on this list to reduce the chance of data-entry errors.

Field or Control	Description
Style Name	Enter all valid paragraph styles that you will use in PeopleSoft Supplier Contract Management across all Microsoft Word document templates.
Description	Enter a description of the style. This should provide further details about how the style appears and its format.