It is possible to use merge and non-merge Attachment templates to create files that are then attached to the document and included, if appropriate, in the output that gets routed. Merge templates use bookmarks to merge data from Spitfire onto the file. Templates are added through the Templates tool on the Manage Dashboard and System Admin Dashboard.
Attachment (auto)
A document can have one and only one file created from an Attachment (auto) template.
sfPMS creates a file from an Attachment (auto) template only if:
- the document does not have a manually created file from a template, and
- only one Attachment (auto) template criteria matches the document and
- the Doc type is not on an “auto accepted” predefined route. [If it is, a workflow script should be used to attach the template file to the document upon creation.]
For example, if there are two Attachment (auto) templates from Daily Field Reports without other criteria, neither will be used. However, if other criteria (such as Sub Type or Customer) make the template unique, the template that matches the criteria of the document will be used.
sfPMS creates a file from an Attachment (auto) template when
- the document leaves Seq. 1 of the route (ie, when the document is first routed), or
- Preview Routed Content is clicked for a routee.
Attachment (all)
A document can have any number of files created from Attachment (all) templates.
sfPMS creates a files form an Attachment (all) template only if the document has no manually created file from a template.
sfPMS creates files from Attachment (all) templates when:
- the document leaves Seq. 1 of the route (ie, when the document is first routed), or
- Preview Routed Content is clicked for a routee.
Note: If a file will be created when the document is routed (or content is previewed), the message “One or more Attachments will be created from templates when this document is routed” appears on the Attachments tab when the document is saved.