Managing Template Fields

  • 29/10/2024
  • 4 minutes to read

This article describes how to add and remove template fields, so you can capture respectively more or less information from your documents.

To add template fields

You can easily capture more information than what’s captured by the default templates. To do so, either add one of the additional fields that are included in the standard configuration, or create your own custom field.

To add an additional field from the standard configuration, follow these steps:

  1. Choose the Search icon, enter Document Categories, and then choose the related link.

  2. Select the code of the relevant document category – in this case PURCHASE – to open the document journal.

  3. In the action bar, select Template and then Add Template Field to open the Template Field List.

  4. In the list, under Field Name, select the field that you want to add to the template.

The Template Field List is closed, and the selected field is added to the list of template fields in the document fields section (under Document Header).

Note

By following the instructions above, you’re only adding the selected field to the template that’s assigned to the current document. If there are fields that you would like to capture in all or most of your documents, add these fields to the master template. If you do this, newly created templates will automatically have these fields available. To learn more, see Working with Templates.

If you need other fields than the ones included in the standard configuration, you can create a custom field. To learn more, see Setting up New Template Fields.

To remove template fields

Just as you can add fields, you can also remove fields from a template. To remove a field from a template, follow these steps:

  1. Choose the Search icon, enter Document Categories, and then choose the related link.
  2. Select the code of the relevant document category – in this case PURCHASE – to open the document journal.
  3. In the action bar, select Template and then Remove Template Field to open the Template Field List.
  4. In the list, under Field Name, select the field that you want to remove from the template.
  5. A dialog box appears, asking you if you want to remove the chosen field from the template. Select Yes.

The dialog box is closed, and the selected field is removed from the list of template fields in the document fields section (under Document Header).

See also

Capturing Header Fields in a Document
Capturing Line Fields in a Document (Line Recognition)
Working with Paper and PDF Documents