Exact Synergy Enterprise

Overview of document layouts

Menu path

Documents ? Setup ? Layouts ? Document

Introduction

This page summarizes document layouts in three views:

• Categories view – This is a summary of the number of document layouts saved in each document category.
• Subcategories view – This is a summary of the number of document layouts saved in each document subcategory.
• Layouts view – This is a list of document layouts attached to a document subcategory.

You can also create document layouts or modify existing ones on this page.

Roles and rights

All users can access this page to view the document layouts. However, to create or modify document layouts, function right 257 – Maintain document templates is required. By default, users with the Documents administrator or Template administrator role have this function right.

Note:

• For more details on function rights, go to System ? Setup ? Security ? Function rights.
• For more details on roles, go to System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 240 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I view the overview?

1. On the page under the Criteria section, type or select a division code at Division.
2. At Language, define the language of the layout.
3. Click Show. The results is displayed in Categories view.
4. Click the hyperlink under the Results section to view the subcategories. The results is now displayed in Subcategories view.
5. Click the hyperlink again to view the document layouts attached to the respective subcategory. The results is now displayed in Layouts view.

Keep in mind: If there is no subcategory or only one subcategory available, clicking the hyperlink at step 4 will immediately display the document layouts.

How do I create document layouts?

1. On the page, click New.
2. At Type, type or select a code for the document layout.
3. Define the rest of the fields where necessary.
4. Click Save.

How do I modify document layouts?

1. On the page under the Criteria section, type or select a division code at Division.
2. At Language, define the language of the layout.
3. Click Show. The results is displayed in Categories view.
4. Click the hyperlink under the Results section to view the subcategories. The results is now displayed in Subcategories view.
5. Click the hyperlink to view the document layouts attached to the respective subcategory. The results is now displayed in Layouts view.
6. Click the hyperlink of the corresponding document layout to be modified.
7. Make the necessary changes.
8. Click Save.

Keep in mind: If there is no subcategory or only one subcategory available, clicking the hyperlink at step 4 will immediately display the document layouts.

Related documents

• Creating and modifying document layouts
• Exact video library
• Viewing division cards