Create documents from a template

AODocs administrators can configure document templates to let users create a document with:

  • a default name
  • default values for its properties
  • default attachments (one attachment in Team Folders and Secured Folders, up to five attachments in Document Management libraries)
  • a default description

Learn more: Configure document templates

 

To create a document from a template:

1. Access your library homepage in the AODocs interface.

2. Press New and select a template from the drop-down menu.

image01.png

Selecting a template in a Document Management library

Note: In Team Folders and Secured Folders, templates with attachments are available in the drop-down menu and templates without attachments are available in the document class selector after selecting the type of document to create.

image02.png

Selecting a template in a Team Folder or Secured Folder

3. The new document is initialized. If defined in the selected template, the document has:

  • a default name
  • default values for its properties
  • one or more default attachments
  • a default description

image02.png
Document properties are set to the default values defined in the template

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