Document Template Configuration

Use the Document Template page to:

  • Add document templates.
  • Edit document template details.
  • Delete a document template.
  • Mark a document template as active or inactive.

Configure or edit a document template

  1. Navigate to Administration > Application Setup > Common Setup > Document Templates.
  2. Click Create or select a document template and click Edit .
  3. Enter or edit the Document template name. The maximum length is 50 characters.
  4. (Optional) Enter or edit the description. The maximum length is 250 characters.
  5. (Optional) Select or deselect Active.
  6. Select a Domain from the drop-down.
  7. Select a Locale from the drop-down.
  8. Select Choose File. For information on creating the template and the document template see Document templates.
  9. Select a file and click Open.

  10. Click Save.

Activate or Deactivate document templates

Activate a document template to make it available for use in the selected domain.

Note: You cannot associate an inactive document template with a leave case when you are configuring a new leave type. If you inactivate a document template that is already associated with an existing leave type, the document template continues to work in any existing leave cases that were created by using that leave type.
  1. Navigate to Administration > Application Setup > Common Setup > Document Templates.
  2. Select a document template.
  3. Select either Deactivate or Activate .

Deleting a document template from the template list

Note: You cannot delete a document template that has been used within a leave case. Instead, mark the document template inactive.

To delete an existing document template from the list of templates in the Document Templates page:

  1. From the Document Templates page, select the check box to the left of the document template that you want to delete.
  2. Select Delete. Then, click OK.