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XTRF Home Portal Configuration menu

Templates tab (Document Templates)

In this tab, you can browse, add, open, and manage document templates. By default, you see a list of all templates with several filters above and information about template type, localization, built-in and active status, and rendering engine.

You can select another view or create a new one by clicking on the View dropdown list. For details, see the Smart views article.

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  • To add a new HTML-based template, click the Add HTML-based Template button. For details, see the Add an HTML document template guide.

  • To add a new BIRT-4 template, click the Add File-based Template button. For details, see the Add a BIRT-4 document template guide.

  • To open a template, click on its line in the list. To open a template in edit mode, click the Edit.png icon in the last column.

  • To download a template, click the Download.png icon in the last column.

  • If you select one or several checkboxes in the left-hand column, additional buttons are displayed above the list of templates.

    • Click the Edit Selected button to Activate or Deactivate document templates.

    • Click the Delete button to delete the selected template (only available when one template is selected).

Right-click on the template to open a dropdown menu of applicable actions.