Get familiar with master templates

  • 2 min.

Master templates are the base document templates that source templates (such as vendor templates) are built on. In the PURCHASE category, which this module will use as a descriptive basis, master templates aren’t linked to a specific vendor – they're only used as a basis from which rules and configurations can be copied to create new vendor templates. Each time a new template is created for a vendor, the current rules and configurations are automatically copied from the master template. Like any other document category, the PURCHASE category can have multiple master templates, and if this is the case, you'll have to choose which one of them you want to copy and use as a vendor template.

To configure a master template, follow these steps:

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

  2. Select the PURCHASE category, and then select Edit.

  3. Select the master template for PDF files, and then select Edit.

Master template card

You can configure the master template from this page. When you change certain fields in a master template, Document Capture will ask if all templates created from the master template should be updated accordingly. In this way, you can easily customize the master template and have all vendor templates updated at the same time, as indicated by the dialog box below:

Dialog box copy master template header fields

In the next unit, you'll learn more about the specific fields of the master template.