Templates

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.