Creating a Document Template

The following steps provide an overview of the template creation process for documents, along with references to more detailed instructions.

1. Click System Settings, click Content Setup, and then click Templates.
2. (Conditional) If more than one content module is enabled, click the Documents tab.
3. Click New Template.

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4. To work your way through the Properties Wizard steps, see Assigning Document Template Properties.
5. (Optional) Click Edit Document, and then do one of the following, depending on the chosen document type:

• Word Document, Excel Spreadsheet, PowerPoint Presentation or HTML Document: add, format, and edit the content (see Adding Content to a Word Template, Adding Content to an Excel Template, Adding Content to a PowerPoint Template, or Adding Content to an HTML Template).
• Upload a File: follow the prompts to upload a document file (see Adding Content to an Upload File Template).

6. Click Save and Close.

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