Create a new Document Template

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Overview

This section provides an overview of how to add a new Document Template.

Create a new Document Template

There are several options when creating a new template:

  • create a new template based on a default template
  • create a new template based on another template
  • import a document or template from the file system

Note

Each Document Template category contains a Default document template.  Default templates contain a list of all valid Replace Fields and Merge Codes used by Document Templates located in the Category.  Open a Default Template to view the available Replace Fields and Merge Codes.

Related

Create a new template based on an existing Document Template
This section explains how to create a new Document Template from an existing one.
Import an existing Document
This section provides an overview of creating a new Document Template.
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