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
  • a default folder (only in Secured Folders and Document Management libraries)

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.

Automatically generated table of contents


Select a template

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

2. Click New and select a document class, then a template from the drop-down menu.

image01.png
Selecting a template in a Document Management library

When you've selected your template:

  • the Choose a file dialog opens if you're in a Team Folder or Secured Folder and the template doesn't have an attachment
  • an unsaved document opens 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 dialog, select one of the options:

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

image02.pngChoosing a file in a Secured 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.

Make changes to your unsaved document

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

  • a default title 

Note: If you're in a Document Management library and calculated titles are configured for the document class, you can't edit the Document title field. A title is automatically calculated when you save your document. Learn more: Create formulas for calculated titles.
image03.png

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

2. Make any required changes to your unsaved document:

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

3. Click 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 (created from a template) in a Document Management library

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Comments

2 comments
  • Hello,
    Just to make sure I understand correctly: it's not possible to create a document from a template in the Drive interface in a Secured Folders library. Even if the template is attached to the default class. You can only use template via the AODocs interface.
    Am I correct?
    Thanks

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  • Hello Myriam,
    Thanks for your question. Yes, this is correct.
    Have a good day!

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