Chapter 21. Creating Document Templates

A template is a model document upon which new documents are based. When a user creates a new document, the user selects a template upon which to base the new document. The document inherits the content, properties, permissions, and lifecycle of the template unless permission levels dictate otherwise or if folder security is enabled.

To create a document template:

  1. In the Classic view, navigate to Administration / Templates.

  2. Select File>New>Document>type of template.

  3. In the Name field, enter a name for the template.

  4. From the Type list, select a document type

  5. From the Format list, select a document format. To create a no-content template, select None.

  6. From the Template list, select the template you want base your new template on.

  7. Click New.

  8. Use your editing application to enter or modify the template’s content. Save the contents and exit your editing application.

  9. Check the template into a repository.