Create a document template

In order to create a document template, you must first add the document to the reference library. See Reference documents.

1. Open the navigation bar. If necessary, click the Manage tab.

2. Under Organisation Standards, click Document Templates.

   The Document Templates page is displayed.

3. Select the category to which you want to add the template from the Categories drop-down list.

   The Category page refreshes to display the selected category.

4. Click Add Template.

   The Create New Template page is displayed.

5. Enter the Template Title and optional Template Description.

6. Click the icon for the Template Item.

   The Select Library File window is displayed.

7. Browse to the document you want to use as the template and select it.

8. Click Add.

   The Select Library File window is closed.

   You can click Preview to open or save the document to check you have selected the correct one.

9. Click Save.

   The template is created with the selected document and a confirmation message is displayed.