Adding a Template

A template can consist of single or multiple sections. Multiple sections enable you to assign different authors and reviewers for each section.

When it uploads the template, the application does the following:

• Opens a status dialog box to show the executing process.
• Scans the template for scripting instructions, validates the instructions, and extracts the information to be stored for later use.

To add a template:

1. Select Reports > Periodic Reports > <Report Type>.
2. When the system opens the page for the report type you selected:
   1. Locate the report and click the row to highlight it.
   2. Click Modify or New.
3. When the application opens the report dialog box, click the Templates tab.
4. When the system opens the Templates tab, click Add.
5. When the application adds a new row in the template section:
   1. Enter the section name in the text field in the Section column.
   2. Enter a description of the section in the text field in the Description column.
   3. Click Attach.
6. When the system opens the Attachment dialog box:
   
   1. Type the template file path name OR click Browse to locate and select the template file (DOC or DOCX format) to attach.
   2. Click OK.