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