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This procedure applies to both Production templates and General templates.
Ringtail includes a set of predefined system load file templates. We recommend that you customize a system load file template to create a case-specific load file template, instead of creating a new template manually. System templates contain the typical data load settings required for nearly all types of export jobs.
Use the following procedure to create a specific load file template.
1.On the Case Home page, under Manage Documents, click Load File Templates.
2.In the Actions pane, click Create Template.
3.In the Name box, type a name, required for the case-specific load file template. Do not use the following characters, because they are reserved for Microsoft Windows file and directory naming: \ /: *? \" <> |
4.In the Export Type list, select Production Template or General.
5.In the System Template list, select the system template on which you want to base your case-specific template.
For more information, see System load file template types.
6.Click Create.
The new template opens in the Load File Template Details pane.
7.The case-specific template inherits attributes from the system template. These attributes appear in the Load File Template Details window. Optionally, you can change, add to, or delete values to meet the needs of the current case. For more information, see Modify a load file template.
8.In the Actions pane, click Save Template.
This procedure applies to both Production templates and General templates.
A manual template differs from a system template in that a system template provides the key attributes that a load file must have to produce a successful export job. In a manually-created load file template, you must specify all of the attributes and values to use in the load file.
Note: Instead of creating manual load file templates, we recommend that you use a system load file template. You can customize the template as needed to create a case-specific load file template. System templates contain the typical data load attributes required for nearly all types of production export jobs.
Use the following procedure to manually create a load file template.
1.On the Case Home page, under Manage Documents, click Load File Templates.
2.In the Actions pane, click Create Template.
3.In the Name box, type a name, required for the case-specific load file template. Do not use the following characters, because they are reserved for Microsoft Windows file and directory naming: \ /: *? \" <> |
4.In the Export Type list, select Production Template or General.
5.In the System Template list, select Manual.
6.In the Document/Page list, select Document or Page.
For more information, see Work with load file templates.
7.Click Create.
The new template appears in the Load File Template Details pane.
8.Enter values for the remaining attributes.
Note: You must enter a value for File Extension, and you must add columns. For more information, see Modify a load file template.
9.In the Actions pane, click Save Template.
To save time, you can clone an existing load file template.
Use the following procedure to clone an existing load file template.
1.On the Case Home page, under Manage Documents, click Load File Templates.
2.Click the name of the load file template that you want to clone.
3.In the Actions pane, click Clone Template.
4.Ringtail names the cloned load file template "Clone of" plus the original template name. To change the name of the cloned load file template, type a name in the Name box in the Document Load File Templates Details window.
