Ok, I came to the Template game very late and have forgotten way to much.
We have a Statement Template that we need to make some changes to - remove a couple of fields ( aging buckets ) and move the Page Number to a lower position on the page.
Not really that difficult, however, I am making a mess.
In our TEST Environment
- we have the format that we like
- open the Word Template and make the changes to the form
- save the file to a location that is available to both the TEST and PRODUCTION databases
In our PRODUCTION environment
- open the Template Maintenace for Statement Blank Paper
- click on the report name
- click on the GREEN plus
- browse out to the location of where I saved the Template ( above )
- I do not see the XML file, so I can only select the Word Templete file ( one I saved above )
- click on save -
- go to print from the PRODUCTION and nothing is right - the old format is there - nothing else
Thanks for letting me rant -
What am I missing? I know I have asked this before, but with the new look to the Forum, the search has gone to *** and all I get is everything but what I want. ( that is a totally other matter )
Thanks for looking at this for me.