Creating a document template

You can create a blank template from scratch.

Before you begin

Every template is associated with a blank document specification by default. When you preview or publish a template from the Document Studio application, this blank document specification can be customized or used without customization to generate the output. The Document Studio keeps the template in sync with the default document specification when you open or save the template.

Creating a blank document template

Procedure

In the Document Studio application, click File > New > Document Template.

A blank template opens where you drag elements from the Palette view into the template content editor. The default template version is Template version 2 (current PUB version). If necessary, add metadata Name and Description from Properties view.

Tip: After you create a template, you cannot change the template version. You must start a new template to change the version. Go to File > New > Other, expand Other, and select Document Template, Create a new template window opens. Enter metadata Name, Description, and Template version 1 (RPE 1.1.2.2 and older).
Click File > Save As or click the Save icon on the toolbar. Select a location and enter a file name with a .dta extension.
If you entered a metadata name for the template, this name is the suggested name for the .dta file.
Note: You cannot save the template with an asterisk in the file name, even if it was used for the metadata name. If there is an asterisk in the file name, the asterisk is used as a filter when displaying the other files that are available in the directory. If another file matches the pattern in the suggested name for the template, that file displays.