Concept: Managing Document Layouts in Docs for Layouts

This table summarizes some of the actions that you can take when managing document layouts.

Action	Notes
Create a document layout	Access the Create Document Layout task and select a report to use as the source of data. Insert text, tables, and images and click Publish to make the content active. The source report defines the data fields and condition rules available in the document layout, and the data included in the generated document. Docs for Layouts only supports standard reports and custom advanced reports.
Edit a document layout	Access the Edit Document Layout task, select the layout, and make edits as needed. Changes aren't applied to the layout or used in associated print actions until you click Publish again.
Change the report data source for the document layout	To change the report selected for the Source , click File > Change Data Source . You must remove a document layout from any Business Form Layouts that it is associated with before you can change the report data source. When you change the report, data fields used in the document layout that don’t exist in the new report display error messages and can be removed or replaced.
Copy a document layout	Access the Copy Document Layout task and select the layout to copy. The new layout will use the same report as the original layout. All language instances are copied as well.
Delete a document layout	You can’t delete a document layout once you’ve created it, but you can deactivate it.
Deactivate the document layout	To deactivate the document layout, click File > Deactivate Layout . You must remove a document layout from any Business Form Layouts that it is associated with before you can deactivate it. Deactivated document layouts don’t display in Business Form Layout selection lists and can’t be selected. You can edit deactivated document layouts, but you can’t publish them. To reactivate a document layout, click Activate Layout .
Migrate a document layout	You can migrate a document layout between tenants using Object Transporter (OX) and the Implementation Type of Document Layouts .
Make a document layout available for report printing	Access the Create Business Form Layout task and from the Source field, select a Docs for Layouts document layout. Select the same report for both the document layout and the business form layout.
Manage document layouts in different languages	To add a language instance, select Language > Manage Languages and search for the language you want to add. Then customize the instance by manually replacing the original content with text translated in the new language.
Download document layout support files	Click File > About > Download Files for Support to download a document layout to assist with troubleshooting issues. Downloaded support files should not be used to back up data.