startManaging Templates
How To

Managing Templates

CCH Document Management
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Templates

    Templates are key to ensuring business identity and content.
    Predefined standard letters or blank layout templates to adhere to business branding can be pre-defined in the system and made available to users

    Templates

    • Document Templates Maintenance Screen

      The Document Templates maintenance window is used to add and maintain templates that are used to create documents.

    • Add Templates

      The Add Templates window is used to add templates that have been created outside of the system. The window works in the same way as the Add Document window and will allow you to add Word and Excel files to be used as templates.

    • Create Template

      The Create Template window is used to create new blank Word or Excel templates when no formatted templates from outside system exist

    • Create New Template from Existing Template

      The Add Templates window is used to add templates that have been created outside of the system. The window works in the same way as the Add Document window and will allow you to add Word and Excel files to be used as templates.

    • Edit Template

      How to edit existing templates stored in Document Management

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