1.Help document for SPRO activity Define Document Template Profile
You can get to know what document template profile is and how to create it by reading following documentation.Define Document Template Profile
Use
In this activity, you can define profiles for your document templates, allowing you to create documents that will be available to you later in Content Management. These document template profiles can be assigned terms from the applications that use documents. This makes it possible to more precisely control the assignment of document templates than at the business object type level.
- Execute transaction SPRO. Then follow the steps indicated by the screen shots below.
- Assign Transaction Types to Doc. Template Profiles in SPRO
Follow the steps indicated by the screen shots below.
4.Check prerequisites of Document Template Designer
Before doing following steps, it’s better to check if prerequisites for use of CRM Content Management and Document Template Designer are met.
Prerequisites for use of CRM Content Management:
help.sap.com/saphelp_crm…
Prerequisites for use of Document Template Designer:
help.sap.com/saphelp_crm…
5.Create document template
In case your user do not have any business role assigned, maintain user parameter CRM_UI_PROFILE as “*”.
Execute transaction CRM_UI and wait for the Logon page of WebClient UI is opened in Internet Explorer. Choose business role salespro. Then follow the steps indicated by the screen shots below.
P.S.: In case there is no web service available, you can create it with business role service_pro and page Service Operations->Web Services.
6.Create attachment with template
Follow the steps indicated by the screen shots below.
Now the attachment created with the template is displayed on the Attachments list.
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