Configuring a template |
To add a new template, click on the button on the main screen toolbar. To edit the data of a template, select it in the list of records on the main screen and click on the button.
On the screen that will be opened, enter an ID # and a title for the template. The following tabs are also available:
Note: To successfully add a template, it is necessary to fill out the required fields in the General tab. After saving the record for the first time, the Relationship tab will be available to be filled out.
General
RelationshipIn this tab the template metadata are defined, which will be related to the indexes of the file that will be captured. Their completion will vary according to what the relationship is based on:
Template1.First, fill out the Template field. To do that, click on the button and, on the screen that will be opened, browse the files saved in the computer and select the desired template. The extension of this file must be: XLS or CSV, as defined in the General tab. Use the other buttons next to the field to delete or view the selected electronic file.
2.After that, click on the button on the side toolbar.
3.The system will question whether you wish to name the columns by the header of the selected file. Choose the desired option: ▪Cancel: Click on this option if the file does not have a title row. In that case, the system will create a sequential for the names of the fields, which can be edited later to reflect the real sense of them. ▪OK: Click on this option if the selected file has a row of titles. At this point, the file fields will be displayed, as shown in the following example:
Other relationship typesClick on the button to add a new metadata to the relationship. On the screen that will be displayed, fill out the following fields:
After filling in the required fields, save the record. Repeat the procedure to add all desired metadata to the template.
Specific Buttons:
After performing the desired configurations, save the record again. |