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Using Form Templates

Create standardized documents by filling in form templates. This ensures consistency and captures metadata automatically.

How to Create a Document from a Template

Step 1: Navigate to Destination

Go to the folder where you want to create the new document.

Step 2: Select Template Option

Click New > Document from Template

Step 3: Choose a Template

Template selection

Select from the list of available templates. Templates may be:

  • Library-specific templates
  • Global templates available to all libraries

Step 4: Fill in the Form

Template form

Enter information in the form fields:

Field Type Description
Text Enter free-form text
Number Enter numeric values
Date Select or enter dates
Dropdown Select from predefined options
Checkbox Check or uncheck options

Required Fields

Fields marked with an asterisk (*) are required and must be completed before saving.

Step 5: Save the Document

Click Save to create the document.

After Creation

The new document:

  • Is saved in the selected folder
  • Contains all entered data formatted per the template
  • Has custom properties automatically populated
  • Can be viewed, edited, and versioned like any document

Editing Template Documents

To edit a document created from a template:

  1. Check out the document
  2. Click Edit to open the form view
  3. Make your changes
  4. Check in to create a new version

Template Availability

Templates are made available by administrators. If you don't see the template you need:

  • Check if you're in the correct library
  • Contact your administrator to request access

See Also