Templates describe the visual look & feel as well as the business rules that apply when producing a document dynamically from data.
This walkthrough describes the basic steps for creating a template within Ecrion Converse™.
Step 1 - Access Project Folder
Access the project that requires a new template creation, e.g. Financial project that is located under Default workspace.
Step 2 - Create the Template
On the right side of the toolbar, within the selected project folder, click on New button. From the contextual menu, select Template option.
Step 3 - Provide a name for your template
Choose a name for your new template and click Ok button in the New Template Dialog to successfully insert it into the project folder.
After the creation, you will be redirected at the Template Online Editor, from where you are able to design your template to suit your business needs.