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Creating a template

On the Review and Submit page, if you have the appropriate rights, you can save PDF request options as a template. All saved templates appear on the Manage Templates page.

Creating templates for PDF requests saves time and increases consistency. Templates are especially useful when a dataset is used by multiple people. You can make the templates you create most useful by providing descriptive names and documenting for others why you made the choices you did.

  1. On any My Requests page, from the Create Requests drop-down menu, select Create New PDF Request.

    The Create New PDF Request page appears, displaying the Study Information fields.

    As you create your request, the application displays your progress by highlighting the step in the process you are completing in the progress indicator bar at the top of the page.

  2. Enter the study information. For more information, see Step 1: Enter the study information.
  3. Enter the form options. For more information, see Step 2: Enter the form options.
  4. Enter the PDF request settings. For more information, see Step 3: Enter the PDF request settings.
  5. Review and confirm the request. For more information, see Step 4: Review and confirm the request options.
  6. On the Review and Submit page, click Save as New Template.

    The Template dialog box appears.

  7. In the Template Name text box, enter a unique name for the template.
  8. In the Description text box, type a description of the template.
  9. Click Save.

    The application adds the template to the Manage Templates page.

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