Creating a document using templates

  1. Open an entity.
  2. Click Manage Documents.
  3. In the Document List window, click Create from template.
  4. In Create Document window, specify this information:
    Select Language
    Select a language. The default value is the user language. Select a language from the list or select All to view all templates connected to the entity.
    Select Template
    Select a template from the list of available templates.
    Name
    Specify the name of the document.
    Description
    Optionally, provide a short description about the document.
  5. Click Create document.
    Note: Filename is automatically generated.