13 Howto Templates

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How-To: Templates www.swingsoftware.com This section allows you to import MS Word templates into DocPublisher. These templates can be used each time a new document is being created. Using templates enables consistent document layout throughout the library.

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Transcript of 13 Howto Templates

Page 1: 13 Howto Templates

How-To: Templates

www.swingsoftware.com

This section allows you to import MS Word templates into DocPublisher. These templates can be used each time a new document is being created. Using templates enables consistent document layout throughout the library.

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How-To: Templates

www.swingsoftware.com

1) To add a new template click on the ‘Add New Template’ button.

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How-To: Template

www.swingsoftware.com

2) Type in the template name and click on the Browse button to locate the MS Word document which you will use as a template. Click OK.

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How-To: Template

www.swingsoftware.com

3) The template is now uploaded and available in the list of templates. Here you can also edit or delete any existing templates.

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How-To: Templates

www.swingsoftware.com

4) When a new document is being created, the template can be selected and opened from the list in the pop-up window.

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What we have done:

We created a document template and made it available for document authors

Still to come...

• Setting up email notifications for various events in DocPublisher