Providing Templates

Context

You can provide the following types of templates in folders:

  • Templates for documents

    Users can create documents based on these templates, such as meeting minutes or presentations.

  • Templates for folders

    Users can create entire folder structures based on these templates. These folder structures can contain document templates.

Procedure


  1. Create your templates.

    For more information, see Creating Templates .

  2. Optional: Group together related templates.

    For more information, see Creating Template Groups .

  3. Assign your templates to folders.

    To allow users to use a template, you must activate the template in the folder in question. You can also activate a template group in a folder to provide all templates that the group contains.

    1. Open the Details dialog box for the folder that is to provide the templates.

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

    3. Choose individual templates, a group of templates, or both.

Results

To use a template to create a document, choose Start of the navigation pathFolder  Next navigation step New  Next navigation step  From Template Next navigation step <name of your template>End of the navigation path.

The system generates a copy of the template. The system also copies the template properties, but not the permissions. Subsequent changes to the template do not affect the copy.

Next Steps

Storage Structure for Templates and Template Groups