KB User's Guide - Documents Tab - Template Access via the "New Doc From" link

You may access the templates you have created by clicking a link the "New Doc from" link.

Access Templates by Clicking the New Doc from... Link

After you have created a template, you may access templates from the Create a New Doc from Template screen.

  1. To access the existing templates in your KB Site, click on the New Doc from... link under the Documents tab left navigation bar. A screen called Create a New Doc from a Template will appear with a list of templates.

  2. Select a template by clicking the Save as... button on the far right.
  3. Click the OK button in the popup dialog screen to create a new draft from the template of your choosing.
  4. savetemplateasnewdoc

  5. You will then see a message that the template has been saved successfully as a NEW and distinct document that has been set to the status of In Progress (e.g. once you create a new template, it is not live on your KB Site until the status is deliberately updated to Active).
  6. templatesavedasadocument.png

  7. From here, you have the choice to view the pre-formatted content of the template that has been applied to your new document, or you may just begin editing this document. The new document

See Also:




Keywords:template new doc from newdocfrom preformat preformatted   Doc ID:10111
Owner:Teresa A.Group:KB User's Guide
Created:2009-05-28 18:00 CSTUpdated:2016-08-29 15:33 CST
Sites:KB User's Guide
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