Installing the Document Template

To install a document template, go to Setup > System > Document Templates.

Click Add Add and type a name and description for the document template.

Click OK.

From the Template Type drop down list, select the type of report that you have created. The keywords that you used in creating the report must come from the list associated with the type of report for which you are configuring the Document Template.

To upload the actual report document, click next to the name of the template to access the Advanced settings dialog.

Click next to Document then click Attach File to open a browse file dialog. Locate the Word file that you created and select it to upload the file into the NLS database.


If an invalid file error occurs when attaching a file, make sure the file is not open or being used by Word.

Click OK three times to complete the installation of the document template and restart NLS.