Create Master Document

If you want to create a series of documents - or sections of a document - that are individually tailored but are generated and organized as a single unit, you can design each document in its own Model Document element but organize these elements under  a Master Document. This is a package element with a child Common diagram to which you add the Model Document elements. You can then generate a document with a corporate template for the covers, contents, headers and footers, and each section having its own appearance defined by a template appropriate to the section content. When you add Model Document elements to a Master Document, the Master Document element resembles the following:

MasterDocA

The Master Document element and child diagram are listed in the Project Browser as shown:

MasterDocIcon

Create a Master Document

Step

Action

See also

1

Open or create a diagram in which to create the Master Document. The diagram can be of any type, although Documentation automatically provides the correct Toolbox page.

 

Add New Diagrams

2

If the Toolbox Documentation page is not already shown, select More tools | Documentation.

Diagram Toolbox

Virtual Documents

 

3

Drag the Master Document icon onto the diagram.

The system prompts you for the name of the Master Document element.

 

 

4

Type the element name and click on the OK button.

The system creates the Master Document element and a child Custom diagram of the same name.

 

 

5

If creating a Master Document for an HTML report, go to step 7.
 
Otherwise, open the Tagged Values window (View | Tagged Values) and click on the Master Document element.

The RTFTemplate Tagged Value displays in the window; this Tagged Value is filled with the valid template names.

 

 

 

Tagged Values

6

The RTFTemplate Tagged Value defaults to (model document: master template).

If you want to use a customized master template that you have imported, click on the drop down arrow at the right of the field and click on that template in the list.

 

Import RTF Template

7

Return to the Project Browser and open the Master Document child diagram. At this point, to provide the content for the generated document, you either:

Create the Model Document elements in the child diagram, or
Drag existing Model Document elements from the Project Browser into the child diagram

 

 

 

Create Model Document

8

Having set up the Master Document, and created or added and set up its Model Documents as required, you can generate the RTF report on the Master Document; this pulls in the contents of the Model Documents.

 

Generate the Document (RTF)

Learning Center topics

(Alt+F1) | Reporting | Virtual Documents | Create a Master Document