In the Document Templates browse you can see all uploaded templates to the Home Portal. The default View columns provide the following pieces of information: - Internal ID: The number which is used internally in the Home Portal to identify the Document Template.
- Template Name: The name of a template provided by a user.
- User: The first and last name of a user who uploaded the Document Template to the Home Portal. If the Document Templates are delivered with XTRF Platform by default, the displayed name is Unknown.
- Template Type: The type which helps to determine the business document based on the Document Template.
- Language: The language in which the final document is going to be generated.
- Bulit-in: It informs you if the Document template is available by default or uploaded manually.
- Active: It informs you if the Document Template can be used to generate a business document.
- Download: It gives you an opportunity to download the template file.
- Edit: It allows you to go to the display to edit Document Template settings.
- Delete: You can delete a selected item.
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| +Add button
| You can add a new Document Template to XTRF Platform. | | Page navigator | You can navigate comfortably through the pages of the Document Templates. - To advance to a desired page, click the available page number.
- To go to the first page, click the
 icon. - To go to the previous page, click the
 icon. - To go to the next page, click the
 icon. - To go to the last page, click the
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| | Export button | Click to format the data from the Document Templates list. You can export the data to the file, therefore you can use it in another application. When you click the button, the Export Data pop-up window appears.
Export Data Pop-up Window
 | | Entity Name drop-down menu | Select the required type of information, you want to have exported, from the drop-down menu. In some system areas you can only export one type of data. In others, you can select what type of data to export.
| | Name drop-down menu | Select the view you want to use from the drop-down menu. The view which includes the set of columns with data. This set of columns will be included in the formatted file.
| | Export type drop-down menu | To use the exported files with other applications select what column separator should be used in the exported file. From the drop-down menu select which separator might be used in .CSV files:: - A file where columns are separated by semicolons;
- A file where columns are separated by commas;
- A file where columns are separated by tabs.
| | Export button | Click to download the .CSV file. Depending on your Web browser settings a file manager window might appear asking you to choose the location where you want to download the generated file. If the file manager window does not appear, the file will be downloaded automatically to your predefined or default location. | | Cancel button | You can click this button to abandon data exporting action and close the Export Data pop-up window. |
| | Refresh button | Click to update the entities in the Document Templates list. | View: ViewName menu | Click the menu to decide what and how information is displayed in the Document Templates list. You can use the default view which is delivered with XTRF Platform or you can adjust the view to your needs.
View Editor Pop-up Window
View Editor Pop-up Window |
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In the View Editor pop-up window you can configure what is displayed in the page you are currently viewing. You can add a new view or edit existing one. You can provide the name for your new view to easily associate the view with the content which it displays. In the Columns tab you can specify what information is displayed on the page you are viewing, the Filter tab allows for configuration of available filtering options which can be used to browse the entities in the table and in the Permissions tab you can specify whether or not other groups of users can used the view prepared by you. | | | | | Name field |
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 | | Name field | You can provide the name of the view in this field. | | | | | Columns tab |
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In the Columns tab you can select what information is displayed in the table on the page you are viewing. You can also specify in what order are the columns displayed and how many items is displayed on one page of the table. | | Column Selection Tree section | In this section you can decide what information is displayed in each column of the view which is being created. You can expand the selection tree and find the information you are looking for: - You can expand single branches,
- You can click the Expand All button If you want to expand all the branches at one time,
- You can click the Collapse All button to collapse all the branches at one time .
Select the check box next to the branch name to get the information displayed in the columns of your view. | | Column Order section | In this section you can decide in what order the columns selected in the Column Selection Tree are displayed. To do so, you can c lick the name of the column and press one of the following buttons: - Move Up button to move the column up the selection,
- Move Down button to move the column down the selection,
- Remove button to remove completely the column from the View.
| | Sort by drop-down menu | To decide how the data in each column is going to be sorted, select the preferred option from the drop-down menu. | | Ascending Sort checkbox | By default, the data are displayed in descending sort. You can select the checkbox, if you want the data to be displayed in the ascending sort. | | Number of Items drop-down menu | You can decide how many entities you want to get displayed on one page of the list. Select the number of items from the drop-down menu. | | Save button | To finish creating a new view, click the button to save your changes. | | Cancel button | Click this button to discard any changes and close the View Editor pop-up window. | | Restore Defaults button | If at any point you decide that you are not satisfied with the changes you made, click the Restore to Defaults button to return to the standard settings of this view. | | | | | Filter tab |
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In the Filter tab of the View Editor pop-up window you can configure filtering options. You can add new filters or remove unnecessary ones. You can also set up the details of the particular filtering options. | | Filter Expanded checkbox | Select this checkbox, if you want the Search Filter panel to be always expanded whenever you get displayed your newly defined view. | | Reset Filter when Selecting This View checkbox | If this checkbox is selected, every time you switch to this view, the search criteria are set to the defined search settings. In other words, If there is a default value set on any criterion, the cleared criterion will not become empty, but will return to the default value. | | Group field | You can provide the name for the filter group. | | Choose Filter from the List drop-down menu | To customize your search mechanism, you can add fields to the filter settings. Select one of the available search queries from the Choose filter from the list... drop-down menu to receive the list of available criteria. |  icon | The search criteria have their own configurable properties. Click the icon to expand the list of the properties and configure them according to your preferences. - Once you have configured the criterion, click
 to hide the configuration. - If you want to move the specific criterion, click the arrow icons to move it up or down. You can move the criterion not only inside the particular group, but also to another group, which is higher or lower on the list.
- If you do not need to search using the specific criterion, click the
 icon on its right hand side. The deleted criterion returns to the list and can be added back, if necessary.
Click to Read about Search Criteria Properties
Type drop-down menu
| You need to specify the type of search criterion selecting one of the following options: | Text field option | You can search for the specific text in the specific area. | | Suggestion option | You can search for the specific entity and its name will be suggested while typing it in. | | Date option | Allows you to search for information updated in the specific time. | | Combobox option | A drop-down menu that allows you to specify one term of search. | | Listbox / Large listbox option | Allows you to specify multiple terms of search at the same time. | | Value with currency option | Allows you to search for the amounts of money. | | Percentage option | Allows you to search for the percentage values. |
| Restriction Type drop-down menu | By selecting the option you are interested in, you decide how the system will compare the data in your database with the text provided in the Text field. | Case-insensitive Match option | The filter will search for provided text and will not be case-sensitive. | | Equals option | You will need to provide the exact name of the searched item. | | Starts With option | When you provide a few letters of the word, the system will search for all items which names begin with these letters. | | Ends With otpion | When you provide a few letters of the word, the system will search for all items which names end with these letters. | | Wildcard option | You can search for incomplete words using: - The asterisk,
*, to indicate some missing characters. - The question mark,
?, to indicate one missing character.
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| Settings section | You can set the properties of the selected criterion as follows: | Include Not Active checkbox | Inactive items, such as unused languages, appear in the selection list. | | Default checkbox | Selecting this checkbox enables you to edit the Default Value section which enables you to set up additional properties of the criterion. |
| Default Value section | Depending on the type of selected search criterion, you can set: - Value: You can set a specific value that will be displayed and used in this criterion by default, unless it is changed for the purpose of specific search.
- Mode: If you are searching using one of the list boxes, when the is any of option is set, the filter will search for all items that match at least one of the selected values. If the is none of option is set, the filter will search for the items that are different than the selected values.
- If you are searching for the value with currency or percentage, you can decide if you are looking for the exact match, something that is greater or equal than the amount set, lower or equal than the amount set, greater than the amount set or lower than the amount set.
- If you are searching for date, you can search between the specific days or in a specific time span. You can also set your own advanced mode.
- You can lock the value by selecting the Fixed checkbox. The locked value cannot be changed outside the View Editor.
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| | Create Group button | You can arrange and sort the search criteria in the filter. When you click the Create Group button, a new group field appears in the search criteria list. Provide the name of the search criteria group in the Group field. If you have more than one group in the Filter tab, you can click: | | Expand All button | If you prefer to see all the criteria expanded click the Expand All button. | | Collapse All button | To hide configurations of all criteria click the Collapse All button. | | Save button | To finish creating a new view, click the button to save your changes. | | Cancel button | Click this button to discard any changes and close the View Editor pop-up window. | | Restore Defaults button | If at any point you decide that you are not satisfied with the changes you made, you may click the Restore to Defaults button to return to the standard settings o f this view. | | | | | Permissions tab |
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In the Permissions tab of the View Editor pop-up window you can select groups of users that will be able to use the view you are currently editing. | | Shared With section | In this section you can decide which group is going to see and use your view. Select one of the available options: - The All Groups checkbox: Select it if you want your view to be available to all groups listed.
- The Add All button: Click it to move all available groups from Available Items to Selected Items list.
- The Add button: Select the group name in the Available Items list and then click the button to move the group to the Selected Items list.
- The Remove button: Select the group name in the Selected Items list and then click the button to move it back to the Available Items list.
- The Remove All button: If you have already selected group names in the Selected Items list, click the button to move all available groups back to the Available Items list.
| | Save button | To finish creating a new view, click the button to save your changes. | | Cancel button | Click this button to discard any changes and close the View Editor pop-up window. | | Restore Defaults button | Although the button Restore Defaults is available, clicking it does not reset the view's permissions. Clicking it results in restoring to defaults all the changes in other tabs. | | |
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|  icon
| It enables you to manage multiple Document Templates at one time.  | Select All setting: All templates get selected. | | Deselect All setting: All templates get unselected. It is only active when you have selected at least one Document Template. | | Activate Selected setting: The selected templates will become available for use. | Deactivate Selected setting: The selected templates will become unavailable for use. |
|  sorting | You can click one of the icons to sort records in columns. Click the appropriate icon to set an ascending or descending sort order in a column. | | Download link | Click the link to download the DocumentTemplateFilename.rptdesign
file to your local machine. When you click it, the file manager window available on your local machine appears. |  icon | Click the icon in the appropriate row to modify the details of the existing Document Template. |  icon | Click the icon in the appropriate row to delete the Document Template. The confirmation pop-up window appears: - Click the OK button to delete the Document Template from XTRF Platform.
- Click the Cancel button to resign from the delete action.
| | Language drop-down menu | This option gives you an opportunity to have a single, specific language for all template-based documents. Select the language you want to be the default one for all your documents based on the Document Templates listed in the display. | Set Documents for Selected Language as Default button
| Click the button to confirm the language selection from the language drop-down menu. |
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