Difference between revisions of "Templates"

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Templates is a tree folder structure to organizate main source documents. The idea is that organization create new documents ( for example fax, new project document templates, invoices, etc... ) from documents into templates panel
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Templates is a tree folder structure to organizate main source documents. The idea is that organization create new documents ( for example fax, new project document templates, invoices, etc. ) from documents into templates panel.
  
  
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If the selected document is pdf and has some property group - metadata - associated then will appearing creation wizard popup. Property group fields will be demanded in order to combine with generation of new pdf.
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If the selected document is pdf and has some property group - metadata - associated then will appearing creation wizard popup. Property group fields will be requested in order to combine with generation of new PDF. You can create PDF forms with several application:
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* [http://pdfformsdesigne.sourceforge.net/index.html PDF Forms Designer]
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* [http://danilop.wordpress.com/2008/07/02/how-to-create-pdf-forms-with-openoffice/ How-to: Create PDF forms with OpenOffice]
  
  
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And finally generated the pdf with property group fields added by user.
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And finally generated the PDF with property group fields added by user.
  
  
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== up to version 5 and above ==
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== OpenKM 5 and above ==
 
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First select a document, and execute option "create from template". Then will appear a popup that request for the destination folder.
First select some document, and execute option "create from template". Then it'll appearing a popup that demand the destination folder.
 
  
  

Revision as of 20:06, 11 January 2011

Templates is a tree folder structure to organizate main source documents. The idea is that organization create new documents ( for example fax, new project document templates, invoices, etc. ) from documents into templates panel.


Okm user guide 133.jpeg

Create new document from template

First select some document, and execute de option "create from template". Then it'll appearing a popup that demand the destination folder.


Okm user guide 134.jpeg


After it, optionally can rename the document.


Okm user guide 135.jpeg


If the selected document is pdf and has some property group - metadata - associated then will appearing creation wizard popup. Property group fields will be requested in order to combine with generation of new PDF. You can create PDF forms with several application:


Okm user guide 208.jpeg


Okm user guide 207.jpeg


The wizard


Okm user guide 210.jpeg


And finally generated the PDF with property group fields added by user.


Okm user guide 211.jpeg


After it, optionally can rename the document.


Okm user guide 135.jpeg


OpenKM 5 and above

First select a document, and execute option "create from template". Then will appear a popup that request for the destination folder.


Okm user guide 134.jpeg


After it, optionally can rename the document.


Okm user guide 135.jpeg