Creating a document configuration

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By creating a document configuration, you link your previously created document to a selected template.

Prerequisites

Steps

  1. In the Activities section, select the Document Configurations tile.

    Activities section with Document Configurations tile

    The dox42 Document Configurations dialog opens.

  2. Select the New button to add a new document configuration.

    dox42 Document Configurations dialog

    The dox42 Document Configuration Card dialog opens.

    dox42 Document Configuration Card dialog

  3. From the Document Code dropdown menu, select the document that you have created for this output configuration.

  4. From the Template Code dropdown menu, select the template that you have created for this output configuration.

  5. Turn on the All Language Code toggle if your template is to be used for any language, regardless of the BC language code. If not, specify for which language codes the template is to be used and select the specific language codes from the Language Code dropdown menu.

    Note

    We recommend creating a separate template for each language.

  6. If the template is only valid from or until a certain date, select a Starting Date or Ending Date.

  7. Use the arrow buttons at the top to exit the dialogs.

Result

You have created a document configuration, i.e. you linked your previously created document to a selected template.

Next step

Create a report option