Objective

You want 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 ELO, such as for Microsoft Word documents.
• You must know the name of the folder in ELO containing the document templates.
• You must know where you want to store the document in ELO.

Information: Assuming you have the corresponding permissions, you can define a central folder for templates in ELO. You will find this setting under Ribbon > User menu {your name] > Configuration > Technical presets > Folder for document templates.

Step by step

1. Open the Repository work area.

2. Select the folder in the tree structure that you want to file the document to.

3. On the ribbon, click New > Insert > Document from template.

The Document from template dialog box appears.

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

5. Click OK.

The Metadata for new document dialog box opens.

6. Select a metadata form in the Available forms column.

7. Enter a short name.

Optional: Enter additional metadata.

Information: The more precise the information is that you enter for a document, the easier it is to find the document later on.

8. Click OK once you have entered all metadata.

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

9. Make the desired changes.

10. Save the document and close the external application.

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

11. Click the document.

12. On the ribbon, click Document > Check in.

The Version information dialog may appear. If so, enter a version number and a version comment.

Result

You have filed the new document to ELO.