Editing a Template Manually

Oracle Argus Dossier enables you to use Microsoft Word to manually edit a template. Only one person can check out and edit a document at a time.

1. Select Reports > Compliance > Periodic to display a list of periodic reports.
2. When the application opens the list of periodic reports, locate the appropriate report and click its associated report icon.
3. Select View Argus Dossier from the pop-up menu.
4. When the system opens the Author tab, locate the appropriate template and click Check Out.
5. When the system opens the Check Out dialog box, type a relevant comment in the Comment field and click Download.
6. When the system opens the File Download dialog box, click Open to download a copy of the template file and open it in Microsoft Word.
7. Edit the document as required and save it.

   Note:

   You must save the document in one of the standard Microsoft Word file types (.doc or .docx). Otherwise, you will be unable to check the document in.

For more information, see:

• About the Check Out Dialog Box
  
• Usage Considerations
  
• Undoing a Check Out Operation
  
• Checking In an Edited Template
  
• About the Check In Dialog Box
  
• Usage Considerations
  
• Retaining Template Versions
  
• About the Template History and Comments Log
  
• Fields and Control
  
• Usage Considerations