Templating a DaFIS Document

The template function can be used to save data entry by the user. Templating creates a new document with all of the same information entered as the original document (with the exception of any attached notes).

Any document with a status other than '?' may be used as a template. The new document has its own, unique number, and the status of '?' - just as if it had been created from scratch. You can make any necessary modifications to this new document.

Templates can be used in the following situations:
- To re-create a document that is used frequently - such as a frequent purchase to the same vendor;
- To replace a canceled document - create a new document by template, then correct the appropriate information.

1	Locate the document that you want to template, either from your In Box or on the Document Search Screen.
2	Open the document.
3	From the menu bar select the Workflow option.
4	Select Template from the drop-down menu.
5	Make any changes that are necessary on your new document.
6	Press OK to route the new document for approval.
7	Click Quit on the original document.