Configure a document template

As an administrator, you can configure document one or more templates for each document class. 

A document template can have:

  • default values for its properties
  • a default description
  • default attachments (only in Document Management libraries)

When creating a new document in the library, users can select an existing document template instead of creating an empty document. All the property values, description and attachments of the document template are copied into the new document.

Learn more: Create a document from a template.

 

To configure an AODocs document template:

1. Open the library administration interface. 

2. Select the class you want to configure under Document classes.

3. Select the Templates tab.

4. Press the Create template button.

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5. The Create new template popup opens. Enter a name for your template.

6. Press Save.

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7. You can set a template as the default for your document class. 

In a Document Management library, setting a default template has the following impact:

In a Secured Folder library or a Team Folder library, setting a default template has the following impact:

8. Choose the required Visibility setting:

  • If a template is set as Visible, it appears in the document creation menu in the AODocs user interface.
  • If a template is set as Hidden, it doesn't appear in the document creation menu and can only be used when creating documents via the AODocs API or via emails.
    Learn more: Configure emails to documents

9. To delete a template, press the Delete button.

10. To edit the name of a template, hover over the name and select Edit.

11. To customize a template, press its name.

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12. The template customization tab opens. You can customize your template by adding properties, attachments and a description that will be directly attached to the documents created from the template.

Notes:
- You can customize the titles of templates for Document Management libraries, but not for Team Folders or Secured folders.
- You can add only one attachment to templates for Team Folders or Secured folders.


Customizing the AODocs template

13. Save your changes.

14. To return to the list of templates, press the arrow at the top left of the template customization tab.

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