Managing document templates

A template for a document serves as the basis for creating a new document to save time and ensure consistency.

When a document is created, the system can assign a document template and a different template can be selected. See Configuring template assignments.

Create a document template

From the left menu, select Administration then Document Templates.
Select Create New Template .
Add the Name and add a Description.
Select Active to activate the template and make it immediately available for use.
In the Outline, select the three dots on the right to Add a section or Rename a section. You can add any number of sections to organize the document template. The outline is not used as a table of contents, but it is a reference for each section.
From a section, select the three dots on the right to Add a component, Rename the section, or Remove the section.
If you chose to Add a component, select the button based on what you want to do.
- Upload to drag and drop or browse to a Word document. select Upload & Save Document to add the document to the template.
- Select to pick a component then select Select. The component may be read-only or editable. To create or manage components for selection, see Using document components.
- Create New to open the editor and create template content. For details on the editor, see Using the Document Editor.
Select the HEADER & FOOTER button then select the toggle to identify if the first and last components of the document template are different.
Select the Preview button to view the document template.
Select Save Document to save the document template.