Difference between revisions of "Templates"
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== Create new document from template == | == Create new document from template == | ||
First select some document, and execute de option "create from template". Then it'll appearing a popup that demand the destination folder. | First select some document, and execute de option "create from template". Then it'll appearing a popup that demand the destination folder. | ||
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| + | [[File:Okm_user_guide_134.jpeg|center]] | ||
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| + | If the selected document is pdf and has some property group - metadata - associated then will appearing creation wizard popup. Property group fields will be damanded in order to combine with generation of new pdf. | ||
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| + | == up to version 5 and above == | ||
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| + | First select some document, and execute option "create from template". Then it'll appearing a popup that demand the destination folder. | ||
Revision as of 13:06, 4 January 2011
Templates is a tree folder structure to organizate main source documents. The idea is that organization create new documents ( for example fax, new project document templates, invoices, etc... ) from documents into templates panel
Create new document from template
First select some document, and execute de option "create from template". Then it'll appearing a popup that demand the destination folder.
If the selected document is pdf and has some property group - metadata - associated then will appearing creation wizard popup. Property group fields will be damanded in order to combine with generation of new pdf.
up to version 5 and above
First select some document, and execute option "create from template". Then it'll appearing a popup that demand the destination folder.
After it, optionally can rename the document.
