Creating a template

Before you can create a template you must enable the template functionality. To enable the functionality, use the Template enabled field in the General section of the Document Type Details form. See Document Type Details form.

To create a template:

  1. Check out and open a document, with or without the attributes completed or a file attached.
  2. In the document, click the Properties tab.
  3. Select the Enable template check box.
  4. Complete the Template Name and, optionally, Template Details.
  5. Click Save or Check in to create the template.