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You can create, clone, and modify production export templates using the Load File Templates functionality.
You can export the production after you lock and print it.
Use the following procedure to set up a new export template, if an export template does not already exist.
1.On the Case Home page, click Manage Documents.
2.Click Load File Templates.
3.In the Actions pane, click Create Template.
4.In the Name box, type a name for the load file template.
Note: Do not use the following characters, because they are reserved for Microsoft Windows file and directory naming: \ /: *? \" <> |
5.In the Export Type list, select Production Template.
6.In the System Template list, select one of the system templates described in the following table, or select Manual to create your own. If you select a template, you have the option to adjust, delete, re-sort or add any columns or values.
Template type |
Document or Page |
Output file extension |
Concordance Document |
Document |
.dat |
Concordance Image |
Page |
.opt |
Ringtail Database Load File Template |
Page |
.mdb |
IPRO Image |
Page |
.lfp |
Summation Document |
Document |
.txt |
Summation Image |
Document |
.dii |
7.If you selected Manual from the System Template list, in the Document/Page list, select Document or Page.
8.Click Create.
9.In the Actions pane, click Save Template.
You can also use the following procedure to clone a production export template.
1.On the Case Home page, click Manage Documents.
2.Click Load File Templates.
3.Select the production export template you want to clone.
4.In the Actions pane, click Clone Template.
5.Change the name and any other details as needed.
Note: You can only clone a production load file template to create the same type of template. For example, when you clone a DAT production load file template, you can only create a new DAT production load file template. You cannot clone a DAT production load file template to create a DAT general load file template.
Use the following procedure to add a column.
1.On the Case Home page, click Manage Documents.
2.Click Load File Templates.
3.Select a production export template.
4.In the Columns area, click the Add a Column button.
An empty row appears in the list.
5.Click inside the row. In the Name column, type a name for the column.
6.In the Value column, click [Not Set].
7.The Variable Builder appears. Use the Variable Builder to pick the value for the new column field. For more information, see Work with the Variable Builder.
8.In the Action pane, click Save Template.
Important: If you changed any of the default export paths in your production, you should make similar updates in the production export template to properly reference an image, native, or text path.
