Creating a Document Settings Template


Please note that creation and adjustment of document settings templates should occur prior to checking in corresponding documents.

  1. Proceed as follows:
  2. First, open the system settings via Tools > System Settings and go to the Document Settings section.
  3. Select the style for which you want to create a new document settings template.
    In this example, a template is to be created for a Word document.
  4. Click New.
  5. Enter the name of the new template and confirm with OK.
  6. The new template has been created. You can enter additional information into the Description field.