Creating a document template

Document templates save time when you need to use the same, or similar, document with many solutions.

1. On the Configuration tab, expand Templates.

2. Right-click Documents and select New user-defined document template.

3. In the Create a new document template dialog:

• Select Copy content from a template to use a previously created template as a model for the new template. Then click OK.

• Or, simply click OK to create a new template based on the system default.

4. Type a name for the template (max. 80 characters) and press Enter.

5. Double-click the new template and edit as desired in the document specification editor.