Adding Content to an Upload File Template

Important: Before you can add content to a template, you must complete at least step 1. Template Setup of the Properties Wizard (see Assigning Document Template Properties).

Add Content to an Upload File Template

  1. Do one of the following:
    • If the template is already open, click the Edit Document tab near the upper left corner or the Edit Document button at the bottom of the currently displayed Properties Wizard step.

    • If the template is currently closed, click Settings & Tools > Content Setup, and then click Templates. Click the template title, and then click the Edit Document tab or button.

      You should now the window shown below.

  2. Do either of the following to upload a document:
    • Click Browse, find and click the file you want to upload, click Open, and then click Upload.
    • Open Windows Explorer, and then find the file you want to import. Click and drag the file onto the box with the text Drop file here, and then click Upload.

      Note: If ever needed, you can import another file to replace the currently uploaded file's contents. See Importing External Content (Template) for details.

  3. An alert appears stating that the uploaded file has been renamed to match the template title you typed in the first step of the Properties Wizard. Click OK.

  4. To view or modify the uploaded file's contents, click Open Document. It opens in the Windows default program for that file type or is simply downloaded, depending on whether an application is associated with that file type in Windows.

    Note: Besides Microsoft Word, Excel, and PowerPoint, you can upload and launch Microsoft Visio (.vsd, .vss, .vst, .vdx, .vsx, .vtx, .vsw) file types, see Setting Up Document Access for details.

  5. You will see one of the alerts shown below. Click OK.

    Note: Use Windows Settings to change what program automatically opens for each file type.

  6. Do one of the following:
    • If the file opened in its default application, make the desired changes, save the file, and then close the program.
    • If the file was downloaded, find and open it in the appropriate application, save the file, and then use Import/Overwrite to re-upload it.

  7. Click Save and Close.