A Document template in Aras is just a regular Document with the “Template” checkbox checked on. It contains an Office file that will be used as the basis of any new file created from the template. The Office file you use for the template can be either an actual Office template file format (like .dotx, .xltx, or .potx), or just a regular file format (like .docx, .xlsx, or .pptx). There are two methods for creating Document templates, either manually in the Aras web client, or by marking a Document created by the Office Connector as a template. Either method requires some work in the Aras web client; it is not possible to create a template completely using the Office Connector.
At this point, the template is ready to be used by the Office Connector. Regardless of the method used, you will end up with a Document that has the following key properties set:
These properties are used for the following purposes:
Document Number and Name - Will be displayed together in the Document Template select list, when using New Aras Document. In this example, you will see "TPRD01 - Product Specification Template" in the select list.
Type - Sets which Document Type the template is for. The template will only be listed when that Document Type is selected in the New Aras Document dialog
Authoring Tool - Controls which Office application the template is to be used for. The template will only appear in the New Aras Document dialog when you are in that application
Template - Marks this Document as a template
File - The file that will be used when the user creates a New Aras Document using this template.