› Document settings overview › Templates › Configure templates in PSIsafe Management › Associate managers, extensions, and forms

Associate managers, extensions, and forms

  1. Select the document managers to which the defined template will apply. You should select a manager for each document type to be filed using this template.

    For example, if the document being filed with this template will be created as a PDF, Microsoft Word, or Excel file, select Adobe, Microsoft Word, or Microsoft Excel.

    To select multiple managers, use the Ctrl or Shift key.

  2. After selecting the required managers, click Add in Step 1.

    For more information, see Content managers.

Create template with no file - for filing only

  1. Select a manager from the Associated managers box.
  2. Click Add in Step 2.
  3. Select the extension this template will manage and click OK.
  4. Click Add to add an extension. Do not proceed to adding a file by clicking Pick.

    You should see a No in the File exists? section before proceeding.

    You can add multiple extensions if they are properly associated with the chosen manager.

  5. The file association process is complete. You can now proceed to the Set up document indexes topic.

    This template does not have an associated file and only appear on the Document Filer import window when importing existing documents. It does not appear on the New selection list when creating a new document.

Create template with non-fillable document

  1. Select a manager from the Associated managers box.
  2. Click Add in Step 2.
  3. Select the extension this template will manage and click OK.
  4. Click Add to add an extension. Proceed to adding a corresponding file type to your chosen extension using Pick.

    You should see a Yes in the File exists? section before proceeding.

    You can add multiple extensions if they are properly associated with the chosen manager.

  5. The file association process is complete. You can now proceed to the Set up document indexes topic.
    This template now has the picked file associated with the profile, and when you select New, the picked file will be used. However, this file does not have any fillable elements, and is not eligible for Folder Index Field Form Linking.

Create template with PDF form

For information on creating a template with a PDF form, see PDF forms.

Create template with Word merge DOCX form

For information on creating a template with a Word merge DOCX form, see Word merge DOCX forms.