Using custom templates in IBM DocsAdded by Dana Liburdi on April 29, 2013 | Version 1
|This article describes three ways to create new documents in IBM Docs from your own templates and share with community members.
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Option 1: Upload templates to a community
- Go to the community where you want to set up the templates.
- Click Files in the navigation pane, and then click the Share Files button.
- Select the template file that you want to share. Note that the template files have template extensions (for example, .pot, .dot, .xltx, and so on). You can either browse files from you local computer or select the ones that are stored in My Files.
- After you share the template file with the community, all members in your community can find the template in the community's Files widget. Click the template file name to open the file details.
- Click the Create File button and enter a file name. A new file is created, which can be edited it in IBM Docs.
Option 2: Upload templates to the Files app
- In the Files application, click the Upload Files button.
- Click Browse to find the template file that you want to upload.
- Select People or Communities in the Share with field, and select a Community, and as Editor.
- Click Upload. Then the template file is uploaded to My Files and also shared to the Community.
- You can click My Files to find the template file. The other members in the Community can click Community Files to navigate to the template file you just uploaded.
- Click the file name and then repeat step 5 in Option 1 to create a file from this template in IBM Docs.
Option 3: Share folders in a Community
- In the Files application, click New > New Folder to create a new folder.
- Enter a name for the new folder, for example, Templates.
- Select People, Groups, or Communities in Share with field, and then select a Community and as Contributor.
- From My Folders on the left navigation tree, find the folder you just created.
- Click the Add Files button.
- Select Browse Files on My Computer to upload the template file from your local computer.
- Browse to the template, select Allow members of the folder to edit this file, and then click Upload.
- After the upload is complete, community members can click the file name and see a button to Create File. This button allows others to create a new document using your template.
Note: Creating a Templates folder is optional. A Templates folder is simply a good way to organize your templates.