Document templates: Overview
Built-in document templates are provided for customer order solutions and invoice solutions. These templates are optimally configured for the specific type of documents you need to process. As a result, some document template types may come with built-in field templates or classifier templates.
(For Classify & Index solutions there are no built-in templates – see below.)
When you create a solution, appropriate document templates are automatically added to the tab of the Administration module. (To see these, expand and click .)
Document specifications that you then create in your solution, with selected, are initially copies of the selected template at that moment. If you edit a template, the changes do not apply to existing document specifications; they only apply only to new document specifications that you base on that template.
Customer order solutions
Document templates for Customer order solutions are used when incoming documents are in different languages. Customer orders in different languages need to be processed in different batches, because documents in different languages cannot be processed at the same time.
For each customer order that you need to process in a different language:
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Select .
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Select one of the available Customer Order document specifications.
Invoice solutions
There are three types of document templates used for invoice solutions:
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An Invoice <SYSTEM> template. When you use this as a parent specification, and add the country/invoice templates under it as "children," the system automatically sends invoices to the Invoice modules, where they are matched with invoice profiles.
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Country/invoice type (GE or PO) templates that correspond with invoice profiles. Therefore, the names of these specifications must be identical to the names of their corresponding invoice profiles.
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Country/invoice type templates that do not correspond with invoice profiles. These are used in special invoice solutions such as those for Hebrew or Chinese invoices. (More information.)
Many factors—including whether or not an invoice solution uses master data—affect how specifications copied from Invoice document templates are used, whether or not your GE/PO document specifications should contain classifiers, and so on.
For more information, see Invoice solutions: Overview.
Using document templates for Classify & Index solutions—or for other complicated or generic solutions—is not recommended, and none are provided by default. Using document specifications to create a three-tier document hierarchy is a more effective way of providing a document structure and the necessary parent-child relationship among document types/variants in these solutions. 
More information:
