As a document creator, you can create AODocs documents from templates. A library administrator must first configure templates for a document class in your library.
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
In this article:
Automatically generated table of contents
What are templates?
A template is a pre-configured document you can use as a basis when you create a document. It can have:
- a default title
- default values for its properties
- default attached files (one attached file in Team Folders and Secured Folders, up to five attached files in Document Management libraries)
- a default description
- a default folder (only in Secured Folders and Document Management libraries)
The flow for creating a document from a template varies according to the type of library and its configuration.
Select a template
1. Access your library homepage, a view or a document.
2. Click Create and select a document class, then a template from the drop-down menu.
Selecting a template in a Document Management library
When you've selected your template one of two things happens:
- the file selection dialog opens if you're in a Team Folder or Secured Folder and the template doesn't have an attached file
- an unsaved document opens if:
- you're in a Team Folder or Secured Folder and the template has an attached file
- you're in a Document Management library
Select a file
In Team Folders and Secured Folders, if your template doesn't have an attached file, you must select a file. In the dialog, select one of the options:
- Upload or import from Drive – to upload files from your device or import files from My Drive
- Upload and convert to Google file – to upload Microsoft Office files as attached files
- Create a Google file – to create Google files from scratch
- Upload with Virtru (Virtru must be activated on your AODocs tenant and in this library) – to encrypt and upload a file
Note: The Upload with Virtru option is currently unavailable even if it's activated on your AODocs tenant and in your library.
Learn more: Select a file when creating documents in Team Folders and Secured Folders.
Choosing a file in a Secured Folder
After selecting a file:
- If your template doesn't contain empty required properties, your document is created. Its title is the name of the file you created or uploaded.
- If your template does contain empty required 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.
- default values for its properties
- one or more default attached files
- a default description
- a default folder
2. Make any required changes to your unsaved document:
Note: You can't make changes to any attached files in the template at this stage.
3. Click Save.
Note: You can't save your document:
– without filling in all required fields
– if some property values are outdated or incorrect
Learn more: What if you can't save your document?
Unsaved document (created from a template) in a Document Management library