Document Templates

The Document Templates for use create the master template to attach file. System will verify file upload from the file of document template. And then the name file will be change as the Filename format in document category menu.

• To define template, go to Main Menu > Documents > Setting > Document Templates

Explanation The Document Template form

• File : The name of master file (when you are upload file into system in document section, The system will check the file name on here. If the file have name and type of file are the same, After that the name file you are uploading will change as filename format)
• Category : Select the Document Category to relate the filename format
• Description : Input the Description of The Template
• Date : Select The date to Create a Document Template (This field will filled automatically)

How to create Document Template

• Go to Document Templates and Click New Document Template

• Input Details the data

• Select the Master Template by clicking Choose File

• Select the Category

• Input the Description of The Template

• Select The date to Create a Document Template (This field will filled automatically)

• Click Save to add the Data