Add Templates

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The Add Templates window is used to add templates that have been created outside of the system. The window works in the same way as the Add Document window and will allow you to add Word and Excel files to be used as templates.

To add a Template

Existing templates can be converted to be utilised in Document Management.
The template should be saved and named accordingly in accessible location with docx or xlsx extention.

In Central from the File > Maintenance > Document Management > Templates.

Click Add Template The Add Template(s) will open.

Populate the screen accordinlgy attaching template to correct Library and setting associated Document Type and Assignment Template if applicable

Add Template Window Options

The fields on the window are as follows.

Field	Note
Library (mandatory)	Select the library that you want to add the template to.
Auto Populate	When uploading multiple files you can complete the entries in one row and then click Auto Populate for the entries to copied to all the other rows. The fields that are covered by Auto Populate are Template Type, Assignment Type, Document Type and Enabled.
Select Contents from Folder	Tick this option if you want to upload all of the files in a selected folder, then click on the button in the File Name field to select the folder.
Grid
Selection checkbox	Used to select a record.
File Name (mandatory)	Use the button to locate the template(s) that you want to upload.
Description	Can be used to add a description of the template. If you don't fill in this field the File Name will be used.
Template Type (mandatory)	The dropdown lists the types defined in Maintenance > Assignment > Assignment Templates. This field will only be available if the selected library is the Client Filing type.
Document Type (mandatory)	The dropdown lists the document types that have been associated with the selected library. If Document Types have been associated with Assignment Templates for the Client Filing library, this field will list only the Document Types that are in the selected Assignment Template.
Merge From Reports	Allows the use of fields from a Report as merge fields within the template. This field will be hidden if the selected library type is not Client Filing.
Enabled	Defaults to ticked. If you don't want the template to be available for document creation then untick this checkbox.