Objective

To create a new document with the help of 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 is stored 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. This option is located under User account > ELO menu > Configuration > Administration > Technical presets.

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 opens.

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

6. Click OK.

The Insert file dialog box opens.

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

The Check out dialog box opens.

8. Click Save as.

The document appears at the bottom of the screen.

9. Click the document.

The external application starts.

10. Make the desired changes to the document.

11. Save the document and close the external application.

12. Click Select file and select the file you want.

13. Click Upload and check in.

Result

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