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Templates For New Documents PDF Print E-mail

The document list pane has a right-click context menu that includes a New Document option :

 

You can configure any number of new document templates of any type to be available to all users of the system. They don't even have to be empty documents.

Any new document created in this way is already part of the document store and is immediately visible to all users. You don't have to go through the whole add document process.

Below is a working example of how to add a template to the system. We will create an word processing template for a company letter that already contains the correct letterhead and logo.

1. Create your 'template' document and save to a shared drive or path. ( Do NOT confuse this with MS-Word or other application specific templates.) For example we have these:

Pikaia_Letterhead.odt is an OpenOffice document with our letter-head, address and logo added. You can also see in this screenshot that you can save 'templates' from any application for use within RocketDMS.

When using RocketDMS and you select the New Document option you will see this pop-up dialogue:

If you have system configuration permissions you will see the three outlined buttons. ( Standard users simply get a list of document template choices. ). Using these three buttons you can add, edit or delete templates on this list. Using the Add button we will add our letterhead template to the list:

Enter a label or description to appear on the combo selection and browse/select the document template that we saved. Click the Apply button (green tick) to have this new template added to the system. This template is now available to all system users.

 

 

This feature can be used for any file type. Our document templates include:

  • Letterheads.
  • Standard spreadsheet models.
  • Initial, pre-configured, UML models with standard software components already added.
  • Starting mind-maps (Freemind) used in software analysis and design sessions.
  • Empty text file.

 Limited only by your imagination.

 

 

 

 

Last Updated on Friday, 03 September 2010 09:33