If you create a lot of similar documents, then you can save time by adding a copy of the document to Globodox as a Document Template. Files of any type can be added as a Document Template. You can then create new documents based on the Document Template.
To Create a Document Template
1. | In Globodox, click the Tools tab. |
2. | Click the Template Manager button. The Template Manager window be launched. |
3. | Click the File option in the left pane (selected by default). The File Template pane will be displayed. |
4. | Click the New button on the Template Manager window to create a new Document Template. The New File Template window will be launched. |
5. | Click this Browse... button to select a file, to add as a template. |
6. | Enter a name for this template in the Template Name box. |
7. | Now, click the Save and Close button to save the changes and close the window. The template will now be displayed on the right pane i.e. File Template list. |
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Notes:
• | You can also click the Save button and then the New button to save the changes and add another template without closing the New File Template window. |
• | To modify an existing template, select a Document Template from the list and click the Edit button on the Template Manager window. |
• | To delete a template, select it from the list and click the Delete button on the Template Manager window.
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Related Topics
Create a Stamp
Page URL:
https://www.globodox.com/support/help/index.htm?create_document_template.htm