Use an existing document as a template for new documents and add it to the create menu.
A document template is associated with a specific document file format, such as Microsoft Word format (.doc) or Rich Text Editor (.ort). When created a new document template, an existing document is specified as the basis for the template. There are two types of templates: local and shared. Local document templates are available only within a single library. Shared document templates are available to all libraries on a server.
To create a document template:
- Click Manage Library -> Manage library elements -> Document templates.
- Click Upload Template to identify the document that will be used to create a new template.
- Enter a filename or click Browse to navigate to the file. The document that you specify will be used as the basis for the document template.
- Provide a name for the template that will help you remember the characteristics of the template document.
- If you want the template to be available to multiple document libraries, click Create shared template.
- Click Save to save the template.
When you create a document type, you can specify a document template as part of the document type definition. New documents that are created and assigned that document type will use the specified document template.
Document types that have a document template can be added to the create menu.
- Click the New button.
- Click Customize.
- Click Add More.
- Select the document type.
- Click OK.
- Click Save to add the document type to the Create menu.
To edit, delete, view, download, or change the properties of a template, click the down arrow beside the template name. Click Related Management
to work with document types or property sheets.
Parent topic: Managing libraries: qp85