Before the new report template can be used, you must create a new template document in SmartPlant Foundation to manage both the Microsoft Word document and the XML control file.
Data Capture Administrator can only create a template document.
Create a template document using the Report Templates classification under Document Types and attach both the word template file and the xml control file to the new document.
To edit the new report template, you must check out the template, modify it, and
then check the template back into Data Capture.
Attach the Word document and the XML control file, and click Finish. The new template document is displayed in the SmartPlant Foundation Desktop Client New Items window.