How to add documents from Templates?

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Overview

How to create documents using templates?

If you work with a lot of similar documents, like invoices, agreements, contracts, etc, you can save time by adding the document as a document template in GLOBODOX.

To add a document as a template, go to ‘Tools’, ‘Template manager’ and click on ‘New’. Browse for the document you want to add as a template, click on ‘Open’ & ‘Save & close’.

To create a new document using a template, click on the ‘New’ drop down, select ‘Document using template’, select the template and click on ‘OK’. An editable document will open on your screen. Make changes to the document & click on ‘Save & close’. The document will be saved in ‘Checkout’ state. Click on ‘Check-in’ to update the changes.

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