Operation Manual

IRISDocument
TM
Server 9.5 – User Guide
113
Using the IRISDocument templates
IRISDocument makes use of templates when exporting documents
to Therefore. In each template you indicate to which Category you
want to export your documents and which Document title field
must be used as document name in Therefore.
After you have created all the necessary document types, you can
create IRISDocument templates.
 Click New to create a new template or click Edit to modify the
default template.
Note that you must always use the template settings to configure the
Therefore settings. The Therefore settings cannot be configured in the
initial screen.
 When you selected a new template, enter the name of the
template.
 Click Enable this template to activate it.
 The button Define field mappings only applies when you are
using IRISDocument for IRISPowerscan.
 Click OK to close the template settings.
The next time you process your documents, they will be sent to
Therefore.