With a template tile, you can create documents from Microsoft Word templates in ELO Dropzone. Clicking the template tile creates new documents, which will be assigned the corresponding keywording information after saving.

Preparation

1. Start Microsoft Word.

2. Prepare a template document in Microsoft Word, for example a template for meeting notes, and save this document on your Windows file system.

3. In ELO Dropzone, switch to Edit mode.

4. Select a group created for this specific database search. Refer to the Configure display groups section for information on how to configure the database query. For this example, we will use a group with a pre-configured database query for a meeting notes template.

5. Using the top input field in ELO Dropzone, run a database search and select an entry you want to take variables from.

6. Click the desired entry or select it with the ENTER key. The selected entry is shown below the display groups. This allows you to see what entry is used for automatic keywording at all times.

7. Drag the created template document to a free space in the ELO Dropzone.

The wizard for configuring a template tile. At the same time, the template document opens and closes quickly in Microsoft Word.

Type

1. Click the icon for template tiles.

The template document in Microsoft Word opens.

2. Click the Display tab.

Display

The Display tab appears.

1. Click in the Name field and enter a name for the template tile.

2. Click the Group field and assign the tiles to the desired display group via the drop-down menu.

3. Click the Target field and from the drop-down menu, select whether a tile should trigger the File to repository function or create a Microsoft Outlook e-mail (with or without attachment).

4. Click the Description field and enter what you want to use the tile for. The description of a tile is particularly useful when you want to make the tile available to other users via the Tile collection.

5. Click the gray tile to change the tile icon.

6. Click the color square to change the color of the tile.

You have set the basic data for how the tile is displayed in the work area.

Form

1. Click the Form tab.

The Form tab appears.

2. Click one of the available keywording forms.

You have linked the tile to a keywording form.

Activation

1. Click the Activation tab.

Optional: Set a keyboard shortcut for the template tile. Use the drop-down menu to choose the type of activation. In the following field, set the desired keyboard shortcut.

Rows

1. Click the Rows tab.

2. Assign the available variables to the index fields of the selected keywording form via drag-and-drop.

3. From the list of available variables, drag the desired variables to the right position in the template document.

The variables are displayed in double curly brackets.

Target

1. Click the Target tab.

2. Enter the filing path to the Target repository path field.

Optional: If the File directly or search without dialog, the document is automatically filed without a dialog box appearing.

Optional: Enable the Automatic check-in after editing option. After it has been edited in Microsoft Word, the document is automatically checked back in.

Optional: Run a database query using the Database search field. This value overrules entries to the top input field in ELO Dropzone.

3. Click Save once you have made all changes.

4. Save and close the template document in Microsoft Word.

The Configure tile dialog box closes. The new template tile appears in ELO Dropzone. ELO Dropzone remains in edit mode.

5. Right-click the context menu in ELO Dropzone to finish editing.

Use

You have set up a template tile. If you have configured a group and a template tile for meeting notes as shown in this example, you can now search for the entry via the Database search input field, then confirm and open the template tile.

The document keyworded and filed to the ELO repository appears in the open Microsoft Word for editing. The variables are automatically filled with the data from the database search.