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. For more information, see Configuring template assignments.

Create a document template

1. From the left navigation menu, select Administration then Document Templates.

2. Select Create New Template .

3. Add the Name and add a Description.

4. Select Active to activate the template and make it immediately available for use.
5. In the Outline, select the more options three 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.
6. From a section, select the more options on the right to Add a component, Rename the section, or Remove the section.
7. 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. For more information, see Using document components.
   • Create New to open the editor and create template content. For more information, see Using the Document Editor.

8. Select the Preview button to view the document template.

9. Select Save Document to save the document template.

Manage a document template

1. From the left navigation menu, select Administration then Document Templates.

2. Select any of the following:

   • to edit to update the document template.

   • to clone a document template.

   • to delete to remove the document template. You cannot remove a document template that is assigned to one or more documents.