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Template documents must made available to the users as simple as possible. SAP-DMS allows this with following methods:

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Depending on the setting "Access type" in Template control:
- "Key in document number" and "Key in document text"
  - It is to define if the key is within the number or the description of the template document info record and according this setting, an external or internal number type must be selected (see Key for templatesbelow).
- According assignment in templates
  - This is the preferred type of access to the templates.
  - With this type, wild cards * are supported in the characteristic values.
  - The class holding the corresponding characteristic must be registered in SAP-DMS customizing.
  - The characteristic name must be entered in the Template control.
It is recommended to setup a simple status network, with only work and release status. A separate release status is required, only released template document info records are considered as valid templates.
A storage must be available for the template original files (Knowledge Provider / KPRO preferred).

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The syntax of the template key has following elements:
<Key>:<Text> or <Key>:[<Ident>]

Thereby applies:

<Key>	Der Schlüsselwert gemäss Customizing-Einstellung, also ein Merkmals-Wert, die Dokument-Art oder gebildet vom Customer-Exit. The key according the access type, see above.
:	Separation of key and text (if key in description) of separation of key and identification (if key in number).
<Text>	if the template key is stored in the description then the text following the colon (:) is the template description. If the key is stored in the document number, the whole description of the template document info record is used as template description.
<Ident>	If the template key is stored in the number of the template info record and multiple templates for one key must be defined, then a unique identifier after the colon (:) is necessary.

Language

Info
When searching templates for a document, only template document info records will be selected, for which a description in the users login language is available.

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Example for key in characteristic - "According assignment in templates"

Vorlage Eingetragene Identifikationen	Document A TSP-LA	Document B TSP-BER1	Document B TSP-TX	Document D ZNG
Template A TSP*	❎	❎	❎	🔲
Template B TSP-LA	❎	🔲	🔲	🔲
Template D TSP-BER* TSP-TX*	🔲	❎	❎	🔲
Template D ZNG	🔲	🔲	🔲	🔲
Template E *	❎	❎	❎	❎

Example for key in number or description

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Access examples, if several templates grab, the user can choose one from a selection:

Document type	Identification	Template(s)	Note
TSP	TSP-BH	TSP-BH:	Direct usage of template, no selection.
TSP	TSP-AC	TSP-AC:1 and TSP-AC:2	The user has to select one of the found templates.
TSP	TSP-ZF	TSP:	No template for identification found, therefore the template with key = document type will be used.
QV1	QV1-BX	None	No valid template found and a corresponding message given to the user.

Create template document info records

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