Templates
Templates is a tree folder structure to organise source documents. The idea is that an organization can create new documents ( for example fax, new project document templates, invoices, etc. ) from documents in the templates panel.
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You can learn more about creating document templates at Creating templates. |
Create new document from template
First, from the Templates panel, select a document, and execute the option "create from template". A popup will appear requesting the destination folder.
After that, optionally rename the document.
If the selected document is a pdf and has some Property Groups (metadata) associated with it, then a creation wizard popup will appear. Property group fields will be requested in order to combine with the generation of the new PDF. You can create PDF forms with several applications:
The wizard
And finally, the generated PDF with property group fields added by the user.
After that, optionally rename the document.
OpenKM 5 and above
First, from the Templates panel, select a document, and execute the option "create from template". A popup will appear requesting the destination folder.
After that, optionally rename the document.
See also Creating templates.
