As an administrator, you can create and configure one or more document templates for each document class.
A document template can have:
- a default title (unless calculated titles are configured in your document class – learn more: Create formulas for calculated titles)
- 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)
When creating a new document in the library, users can select an existing document template instead of creating a blank document. The property values, description and attachments of the document template are copied into the new document. Learn more: Create documents from a template.
After creating a template, you may want to set it as the default for your document class or restrict its visibility for document creators. Learn more: Manage your document templates.
This article explains how to:
|Access the list of templates in a document class|
|Create document templates|
|Configure your document templates|
|Configure your document templates: visual example|
Access the list of templates in a document class
2. Select Document classes.
3. To open the templates panel you can do one of:
- Select Edit templates in the More actions menu next to the document class you want to configure.
- Press the name of a document class to open the document class configuration, then select Templates.
Create document templates
1. In the templates panel, press the Create template button.
2. In the Create new template pop-up, enter a name for your template.
Note: The name must be unique within a given document class. You can't have two templates with the same name in the same document class.
Tip: You can copy-paste standard emojis in template (and document class) names. The emojis are visible wherever the list of document classes and templates is presented in the user interface, for example in the New menu. If you use an emoji at the start of a name, it is displayed at the end of the alphabetically-ordered list.
3. Press Create.
Note: When you create templates, users will still see the blank document class option when they create a new document, unless you set a template as the default.
Configure your document templates
1. Press a template name or select Configure template in the More actions menu.
2. The template configuration panel opens. To configure your template you can:
- add properties, attachments and a description – when a user creates a document from the template, these elements will be defined in the new document.
– You can add only one attachment to templates for Team Folders or Secured Folders.
– Any property values you enter must respect the data validation rules defined (if any). If you enter a value that doesn't respect a data validation rule, you can't save your template.
- define a default folder – when a user creates a document from a template with a default folder defined, the new document is created in the default folder. Users can change the folder when they create their document.
Notes: The option to define a folder in templates:
– is available in Document Management libraries only if the folder option is enabled for your document class.
– is available in Secured Folders
– isn't available in Team Folders
– isn't available for the default template
- define a title
– You can configure the titles of templates for Document Management libraries but not for Team Folders or Secured Folders.
– In Document Management libraries, if calculated titles are configured for the same document class as your template, you can't define a title for your template. Learn more: Use calculated titles with templates.
3. Save your changes or press Cancel to discard your changes and stay in the template configuration panel.
4. To return to the list of templates, press the arrow at the top left of the template configuration panel.
Configure your document templates: visual example
Configuring a document template