Sample Templates

The PeopleSoft installation CD provides a sample Microsoft Word template file. The STDTEMPLATE_2007.XMLtemplate contains Microsoft Word paragraph styles and outline numbering that is used in the PeopleSoft sample database. This file is included in the WINWORD folder in the PeopleSoft installation CD.

Note:

The sample databases include the definitional row for the STDTEMPLATE_2007.XML in the Document Template and Styles setup component; however, you need to perform an actual upload of the actual STDTEMPLATE_2007.XML file again to place the template on a specific attachment server.

Microsoft Word Templates and Document Generation and Preview

In creating a document, the system uses elements from a Microsoft Word template to apply formatting to the document. To create the document, the system uses an application engine to expand all elements defined for the document configurator. The system assembles XML from each expanded section, rule, or clause in the PeopleSoft database into a Microsoft Word XML Document along with formatting from the Microsoft Word template.

To generate a preview version for a clause, section, or document configurator, and to generate an authored document, the system:

  1. Extracts Microsoft Word template information (fonts, lists, styles, and document properties) from the Microsoft Word template.

  2. Extracts the table of contents and headers and footers from the Microsoft Word template for configurator previews or document generation.

  3. Explodes the clause and section content based on the configurator and any rules within it for document generation.

  4. Creates a Microsoft Word document by assembling each XML version of PeopleSoft document configurator content and simultaneously applies the appropriate paragraph styles that you predefine using the Document Format and Options page.