Creating Documents with Templates

Valid for: enaio webclient version 8.50 SP1

enaio supports the use of templates. Using templates can regulate company processes and standardize the content and design of documents. If templates have been set up in your system and you have the relevant permissions, you can then create documents using these templates.

Follow these steps to create documents with templates:

  1. Open the location.
  2. Select a folder or register in the filing structure of a location, or click in an empty part of the list area.
  3. Click Create object – icon New in the context menu and then on the required document type in the selection menu.

    For module-spanning document types, you must assign a module to the document in a further selection menu after clicking it.

    An index data form and the Add content/Select template section will open in the workspace.

  4. Fill out the index data form.
  5. In the Add content/Select template area, click Select template and select a template.

    User settings in the template selection dialog, such as sorting columns and selecting a template, are saved automatically.

  6. Click Save.

The document will be created, and will be shown in the filing structure of the location.

enaio webclient supports the server-side data transfer from enaio to Microsoft Office documents. To enable data transfer, in the File > Information menu under Properties > Advanced properties (Expand dialog) on the Customize tab, set the document property OS_Autotransfer type 'Yes or No' to Yes in the Office document.