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Document Template (OA03)

Warren Hamilton
Warren Hamilton
  • Updated

Output Document Administration / OA03

This function allows users to design and manage output document templates (based on RDL, MS Word or MHT).


Step Process

1. From the homepage, go to menu option    2. Click "Communication" Login Name & Password
  3. Click "Output Document Administration" Admin 
4. Click Document Template 
5. Click Create New 
6. Enter file-description
7. Select Object Type. ex."Accounts In Credit"


Untitled1.png WE recommend to save the copy of the document created by the user for back-up purposes.

8. Click "Save and Close"



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