Add a default part to a template page

You can add default parts to the template page. This data is automatically filled in the linked documents.

This involves among other things the following:

  • Summary
  • Source: the source of the document.
  • Author: the name of the author.
  • File: the link to a downloadable file.
  • Link: the link to the external URL
  • Publication date
  • Availability date
  • Due date

To add a default part to a template page:

  1. Log on and start Site management.
  2.  Select the template page
  3. Click on: Edit (in the Page frame).
  4. Click on: Layout in the Display frame.
  5. Click on: the place where you want to add the default part.
  6. Click on: New in the Page parts frame.
  7. Click on: Default component.
  8. Select a value for Default component.

    The values that are available will depend on the page. For example An appendix when you are in a sales order in Order Management.

  9. Click on: Create.

Directly to

  1. Configure Document management
  2. Add a document template
  3. Activate a document template
  4. Add a document page to the site
  5. Add document overviews