Template Documents

Working with template documents reduce unnecessary recreating of a file. It is easy to create a template that will automatically fill in information for commonly used documents.

• Create document from template
• Output format for each document category: word, excel, pdf, html, form
• Administer templates using document categories, departments to be used in, folders, predefined categories, metadata and pre-completed values for metadata’s
• Administer document templates using users and groups that has right to use the template
• Easy definition of document templates using simple, multiple or bulk upload of templates into the system
• Versions for document templates
• Create document templates inserting metadata functions for future completing
• Define edit/view rights for each template
• Organize templates in a hierarchical / tree folder structure 
• Use the search bar when creating a document from template
• Define attributes for each template
• Create new documents from a template
• A template can be selected from a list of document categories
• Automatic registering of new documents created from a template
• Register documents automatically during scanning process