Configure document templates

As an administrator, you can create and configure one or more document templates for each document class. 

A document template can have:

  • default values for its properties
  • a default description
  • default attachments (one attachment in Team Folders and Secured Folders, up to five attachments in Document Management libraries)

When creating a new document in the library, users can select an existing document template instead of creating an empty document. All the property values, description and attachments of the document template are copied into the new document.

Learn more: Create a document from a template. 

This article explains how to:

Create a new document template
Duplicate an existing document template
Define the settings for your document template
Delete a document template
 Edit the name of a document template
 Customize your document template


Create a new document template

1. Open the library administration interface. 

2. Select the class you want to configure under Document classes.

3. Select the Templates tab.

4. Press the Create template button.

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5. The Create new template pop-up opens. Enter a name for your template.

Note: The name must be unique. You can't have two templates with the same name in the same library.

6. Press Save.

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Notes:
- When you create templates in Secured Folders or Team Folders, users will no longer see the blank document class option when they create a new document.
- When you create templates in Document Management libraries, users will still see the blank document class option when they create a new document, unless you set the template as default


Duplicate an existing template

1. To create a copy of a template, press the Duplicate button.

2. Enter a name for your duplicated template.

Note: The name must be unique. You can't have two templates with the same name in the same library.

3. Press Clone

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Note: When you duplicate a template, any attachments aren't duplicated.   


Define the settings for your document template 

1. You can set a template as the default for your document class. 

In a Document Management library, setting a default template has the following impact:

In a Secured Folder library or a Team Folder library, setting a default template has the following impact:

2. Choose the required Visibility setting:

  • If the visibility switch of a template is on (blue switch), the template appears in the document creation menu in the AODocs user interface. 
  • If the visibility switch of a template is off (grey switch), the template doesn't appear in the document creation menu and can only be used when creating documents via emails.
    Learn more: Configure emails to documents

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Note: It doesn't make sense to switch off the Visibility switch for a default template. However, if you do, users will see the blank document class option when they create a document, but the document created will use the default template. 


Delete a document template

To delete a template, press the Delete button.

Note: You can't delete a template if it is defined as the default.


Edit the name of a document template

To edit the name of a template, hover over the name and select Edit. 


Customize your document template

1. To customize a template, press its name.

2. The template customization tab opens. You can customize your template by adding properties, attachments and a description that will be directly attached to the documents created from the template.

Notes:
- You can customize the titles of templates for Document Management libraries, but not for Team Folders or Secured folders.
- You can add only one attachment to templates or Team Folders or Secured folders.


Customizing the AODocs template

3. Save your changes.

4. To return to the list of templates, press the arrow at the top left of the template customization tab.

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