Creating New Document Templates
This article covers creating a Document Template using the Online Document Editor. To see how to create Templates offline in Microsoft Word, see the article on the Template Kit.
To create a new Document Template using the Online Document Editor:
- Use the Site Navigation bar to navigate to Documents > Document Templates.
- At the top-left of the Grid, select Online Document Editor opens in Template mode.. The
- Fill your template with the content and merge fields that you like. When you are finished, use to save your changes.
- In the save dialog, select the Folder to save to, and assign an appropriate Template Name and Description 1.
- Assign the appropriate Template Type. This determines which Correspondence features the template will be available in.
- Click to return to the Document Template Workspace.
1 The Description is the text that identifies the template in some Correspondence features. Be sure that the Template can be identified accurately from the Description alone.
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