Create documents from a template

As a document creator, you can create AODocs documents from templates if your library administrator has configured one or more templates for a document class in your library.

A document created from a template can have:

  • a default title
  • 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: Create and configure document templates.

Note: You can also:
Create documents in Team Folders and Secured Folders
Create documents in Document Management libraries
Create documents by copy
Create new related items (documents) in Secured Folders and Document Management libraries

Note: The flow for creating a document from a template varies according to the type of library and its configuration.

 Select a template
 Choose a file
 Make changes to your document in create mode

Select a template

1. Access your library homepage, a view or a document.

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

image01.pngSelecting a template in a Document Management library

When you've selected your template:

  • the Choose a file pop-up opens if you're in a Team Folder or Secured Folder and the template doesn't have an attachment
  • an unsaved document opens in create mode if:
    • you're in a Team Folder or Secured Folder and the template has an attachment
    • you're in a Document Management library

Choose a file

In Team Folders and Secured Folders, if your template doesn't have an attachment, you must choose a file. In the Choose a file pop-up, select one of the options:

Learn more: Choose a file when creating documents in Team Folders and Secured Folders.

image02.png
Choosing a file in a Team Folder

When you've chosen a file:

  • If your template doesn't contain empty mandatory properties, your document is created. Its title is the name of the file you created or uploaded.
  • If your template does contain empty mandatory parameters, an unsaved document opens in create mode.

Make changes to your document in create mode

1. An unsaved document opens in create mode. If defined in the selected template, the document has:

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

2. Make any required changes to your document in create mode:

Note: You can't make changes to any attachments at this stage.

3. Press Save.

Note: You can't save your document:
- without filling in all mandatory fields
- if some property values are outdated or incorrect
Learn more: What if you can't save your document?

image03.pngUnsaved document in create mode (created from a template) in a Document Management library

Was this article helpful? 0 out of 2 found this helpful
If you didn’t find what you were looking for, don’t hesitate to leave a comment!
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.