Difference between revisions of "Templates"
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− | 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 | + | 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. |
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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 | + | If the selected document is pdf and has some property group - metadata - associated then will appearing creation wizard popup. Property group fields will be requested in order to combine with generation of new PDF. You can create PDF forms with several application: |
+ | |||
+ | * [http://pdfformsdesigne.sourceforge.net/index.html PDF Forms Designer] | ||
+ | * [http://danilop.wordpress.com/2008/07/02/how-to-create-pdf-forms-with-openoffice/ How-to: Create PDF forms with OpenOffice] | ||
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− | And finally generated the | + | And finally generated the PDF with property group fields added by user. |
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− | == | + | == OpenKM 5 and above == |
− | + | First select a document, and execute option "create from template". Then will appear a popup that request for the destination folder. | |
− | First select | ||
Revision as of 19:06, 11 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.
After it, optionally can rename the document.
If the selected document is pdf and has some property group - metadata - associated then will appearing creation wizard popup. Property group fields will be requested in order to combine with generation of new PDF. You can create PDF forms with several application:
The wizard
And finally generated the PDF with property group fields added by user.
After it, optionally can rename the document.
OpenKM 5 and above
First select a document, and execute option "create from template". Then will appear a popup that request for the destination folder.
After it, optionally can rename the document.