Creating Templates

Prerequisites

You have write permission for the folder for single templates (default setting: /documents/Templates/SingleTemplates ).

Context

Portal users can use templates to easily create documents with predefined content and predefined properties. This allows you to achieve a consistent appearance.

If you provide templates for folders, portal users can even create entire folder structures with predefined content in a few steps.

Procedure


  1. Create your templates in the /documents/Templates/SingleTemplates folder:

    • To create a template for a document, choose Start of the navigation pathFolder  Next navigation step New  Next navigation step Upload.End of the navigation path

    • To create a template for a folder, choose Start of the navigation pathFolder  Next navigation step New  Next navigation step FolderEnd of the navigation path. You can then create subfolders in this folder and upload documents.

  2. Define permissions for the template.

    1. Open the Details dialog box for the template.

    2. Choose Start of the navigation pathSettings Next navigation step PermissionsEnd of the navigation path.

    3. Give read permission to authors who need to use the template.

      Authors also require write permission for folders in which they are to create new items.