Creating a Transaction Template from the Transaction Catalog
Overview
This job aid describes how to make a template from the Document Catalog.
A. Creating a Transaction Template from the Document Catalog
Select the Transaction Catalog Quicklink or type DOCATLG in the Global Search bar.
Select Create.
Enter the required information in the section: Code, Dept, and Unit(Optional).
Check Auto Numbering.
Expand Show More and check Create Template.
Select Continue.
A new transaction page appears in Edit mode. Enter information in the fields that you would like to be included in the template.
Select Save.
Select Close.
B. Creating an Actual Transaction from a Template
Search the document catalog for the desired template using Phase = Template and any other information needed.
Select Search.
Check the Transaction ID for the template you want to use and select Copy from the vertical 3-dot menu.
Enter the required information in the Target Transaction section and check Auto Numbering.
Select Copy Transaction.
Do not check Create Template because it will not create a transaction that can be processed.
