Difference between revisions of "Templates"
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| − | Templates is a tree folder structure to | + | Templates is a tree folder structure to organise source documents. The idea is that an organization can create new documents ( for example fax, new project document templates, invoices, etc. ) from documents in the templates panel. |
[[File:Okm_user_guide_133.jpeg|center]] | [[File:Okm_user_guide_133.jpeg|center]] | ||
| + | {{Note|You can learn more about creating document templates at [[Creating templates]].}} | ||
== Create new document from template == | == Create new document from template == | ||
| − | First select | + | First, from the Templates panel, select a document, and execute the option "create from template". A popup will appear requesting the destination folder. |
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| − | After | + | After that, optionally rename the document. |
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| + | If the selected document is a pdf and has some [[Property Groups]] (metadata) associated with it, then a creation wizard popup will appear. Property group fields will be requested in order to combine with the generation of the new PDF. You can create PDF forms with several applications: | ||
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| + | * [http://www.adobe.com/products/acrobat.html Acrobat Pro] | ||
| + | * [http://danilop.wordpress.com/2008/07/02/how-to-create-pdf-forms-with-openoffice/ How-to: Create PDF forms with OpenOffice] | ||
| + | * [http://pdfformsdesigne.sourceforge.net/index.html PDF Forms Designer] | ||
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| + | [[File:Okm_user_guide_208.jpeg|center]] | ||
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| + | [[File:Okm_user_guide_207.jpeg|center]] | ||
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| + | The wizard | ||
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| + | [[File:Okm_user_guide_210.jpeg|center]] | ||
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| + | And finally, the generated PDF with property group fields added by the user. | ||
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| + | [[File:Okm_user_guide_211.jpeg|center]] | ||
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| + | After that, optionally rename the document. | ||
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| + | [[File:Okm_user_guide_135.jpeg|center]] | ||
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| + | == OpenKM 5 and above == | ||
| + | First, from the Templates panel, select a document, and execute the option "create from template". A popup will appear requesting the destination folder. | ||
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| + | [[File:Okm_user_guide_134.jpeg|center]] | ||
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| + | After that, optionally rename the document. | ||
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| + | [[File:Okm_user_guide_135.jpeg|center]] | ||
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| + | See also [[Creating templates]]. | ||
[[Category: User Guide]] | [[Category: User Guide]] | ||
Latest revision as of 12:52, 9 November 2012
Templates is a tree folder structure to organise source documents. The idea is that an organization can create new documents ( for example fax, new project document templates, invoices, etc. ) from documents in the templates panel.
 |
You can learn more about creating document templates at Creating templates. |
Create new document from template
First, from the Templates panel, select a document, and execute the option "create from template". A popup will appear requesting the destination folder.
After that, optionally rename the document.
If the selected document is a pdf and has some Property Groups (metadata) associated with it, then a creation wizard popup will appear. Property group fields will be requested in order to combine with the generation of the new PDF. You can create PDF forms with several applications:
The wizard
And finally, the generated PDF with property group fields added by the user.
After that, optionally rename the document.
OpenKM 5 and above
First, from the Templates panel, select a document, and execute the option "create from template". A popup will appear requesting the destination folder.
After that, optionally rename the document.
See also Creating templates.
