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 common contents and the 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:


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


Create a Master Document



See also


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


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

Diagram Toolbox

Virtual Documents



Drag the Master Document icon onto the diagram.

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




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.




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


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 a Document Template


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


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


Generate the Document

Learning Center topics

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