To create a new document, click the New link in the document tree.
Or from the folder menu click the Add new template
The New template window will appear. Choose from either
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Create a blank template - Creates a completely blank document.
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Import document for online editing - Select a pre-formatted word document to import (docx format only)
Set the template name and document type.
Note: If there is only one document type in the system this option will not show.
Select the user(s) and role.
Note: If any default roles are set in the User manager those users will automatically be added to the template.
A new template will be created.
