Creating Document Templates

To create document templates, use the Template Definition (EP_TMPL_DEFN) component.

This section discusses how to:

• Define general template information.
• Define document processes.
• Define document structure.
• Add criteria to sections.
• Loan content from profiles.
• Clone Templates.

Before the document templates are created, complete the following tasks:

• Set up the content catalog.
• Define job profiles (optional).
• Set up rating models.
• Define document types.
• Define document roles.
• Define section definitions.

Note: The template cannot be created without a document type, and a template must contain at least one section with a manager role selected.