ERM Templates

A template lies over the top of an ERM document, giving it the appearance of having been printed on a pre-printed form. In most cases templates are used with ERM Text file processing.

Add an ERM Template to a Document Type

1. Click the Templates option on the left side of the window.  The grid displays a list of each template that has been associated with this ERM document type.
2. To add, remove or edit a template associated with this document type, click the Edit button. The Document Type Templates window will open.
3. A list of all Available Templates is displayed on the left side of the window.
4. Select the appropriate check box to associate a template with the current document type.

   If the template is not displayed in the list, click the Template Manager… button to create the template before associating it with the current document type. Click here for more information about creating templates.

5. After the template has been selected, configure the template for use with the current document type on the right side of the window. The name of the template being configured is displayed at the top of the pane.
6. Each template can be associated with the master document type or a document sub-type that has been created from the master document type (Document types that have associated document sub-types are referred to as master document types).

   If the template is to be used for the master document type, select Master.

7. Each master document type can have one default template and one or more templates that will be used when certain selection criteria are met (specifically, property values can be used to determine which template is to be applied).  The default template will be associated with all documents of this document type unless the document meets the selection criteria of another specified template.
   1. If the template is the default template for this document type, select the Default Template check box.
   2. If the template is to be used when certain criteria are met, click the Add button under the Selection Criteria section. The ERM Template Selector window will be displayed.
      • Select the appropriate index property from the list.
      • Select the appropriate operator from the operator list.
      • Enter the appropriate property value in the final box.
   3. Click OK to save and close the dialog window and return to the ERM Document Type Templates dialog.
   4. To add additional criteria, click the Add button and repeat Steps B-C.
   5. To delete a previously defined selection criterion, select it from the list and click the Remove button.
8. If the template is to be used for an associated document sub-type, select Sub-Type. You must also select the appropriate sub-type from the New Document Sub-Type list.
9. If you want to be able to apply the template to this document type in the viewer or during automatic routing, select Output Overlay. You can then use the template with this document type, but the document will not be stored permanently in the DocLink database with this template.
10. Continue this process until all appropriate templates have been associated with the current document type.
11. Click OK to return to the ERM Templates tab. The template(s) configured for this document type will be displayed in the grid.

Example of Using Selection Criteria to Determine Template Usage

A corporation may have multiple companies that produce customer invoices. The invoices are identical except for the logo and company address information that appear on the pre-printed forms. Selection criteria are used to determine which template is to be applied.

In this example, the selection criteria are as follows:

1. Check Template: This template will be applied when the value of property Check # begins with 001.
2. Check2 Template: This template will be applied when the value of property Check # begins with 002.

Note: Check Number must be defined as an index property for the AP Check document type.

Configure ERM for a Document Type

Step 9: ERM Properties