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.

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 demanded in order to combine with generation of new pdf.

The wizard

And finally generated the pdf with property group fields added by user.

After it, optionally can rename the document.

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.