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.