Objective

To create a new document using a document template.

Requirements

• Templates must be created in an application such as Microsoft Word.
• There must be a document template in the repository, such as for Microsoft Word documents.
• You must know the name of the folder with the document templates in the repository.
• You must know where the document will be filed in the repository.

Information: Assuming you have the corresponding permissions, you can define a central folder for templates in ELO. To do this, you need to select the template folder in the Configuration dialog box. You find this menu item under Ribbon > ELO > Configuration > Technical presets > Folder for document templates.

Step by step

1. Open the Repository work area.

2. Select the folder in the tree view in which you want to file the document.

3. Click the Start tab on the ribbon.

4. Click Document from template.

The Document from template dialog box appears.

5. Open the folder with the document templates and select the appropriate template.

6. Click OK.

The Keywording for new document dialog box appears.

7. Enter the keywording information for the new document and click OK.

The dialog box now closes. The corresponding external application will start and the document template will be displayed.

8. Make the desired changes.

9. Save the document and close the external application.

The document is now located in the designated folder in the repository.

10. Click the document.

11. Click the Check in button on the ribbon.

The Version information dialog box may appear.

Optional: Enter a version number and version comment.

12. Click OK.

Result

The new document was filed to the desired location in the repository and is no longer marked as checked out.