1. Navigate to the Templates area and select a folder.
2. Click the Action Button to create a new Template in this folder. This opens the Template Details dialog for your new Template.

The Template Details dialog is where you set up the properties for your new Template.

NOTE: The Template is not created until Apply or Save is clicked.

1. Name: This will be displayed on the Template itself.
2. Tags: A comma-separated list of search tags can be entered here (e.g. product number, etc.).
3. Description: Any text entered here will be displayed below the name of the Template for users to read.
4. Default Version: The default text for the Version field of the created document.
   • If the Mode is set to Create Version, this text will be used as the default Version text for version documents created using this Template.
   • If the Mode is set to Duplicate Document, this text will be used as the default Name and Version texts of the duplicate document.
   • If this field is left blank, the Version text of the created document will also be blank.
5. Default Description: This will be the default Description text for each document created using this template.
6. Allow template-starter to change default values: The user who starts the Template can manually edit the name and description (i.e. manually change the default text).
7. Allow template-starter to use finished versions as source: The user who starts the Template can select a previously-completed document as the starting point for the new Job.
8. Document: Click here to choose the master document from which new documents will be created by this Template (covered in more detail in a later step).
9. Mode: Choose from Create Version or Duplicate Document (these options are covered in more detail in a later step).

1. Click the Document button (i.e. the button containing the text: [No Document]).
2. Choose the appropriate document in the Select Document dialog (the folder structure shown is the one from the Projects area).
3. Click Select to select that document for use in the Template.

There are two Mode options for the Template:

1. Create Version: Starting the Template will create a Version Document in the chosen Project. This is the default option.
2. Duplicate Document: Starting the Template will create a duplicate Master Document in the chosen folder.

Both options will assign the appropriate workflow from the Workflows tab to the new document, and start that Job.

NOTE: For the Duplicate Document mode, the default folder is the same folder in which the original Project resides.

We are now going to assign one or more workflows to this Template.

1. Open the Workflows tab in the Template Details dialog.

2. Browse to the Workflows area via the main navigation menu.

3. Drag and drop your Workflow Template(s) to the Workflows tab.

NOTE: You can assign multiple workflow templates at this point. If the box beside each is checked, the end-user will be able to choose their workflow when starting the Job via this template.

1. Click the Apply button or the Save button to create the Template.
2. The Template appears in your chosen folder in the Templates area.
3. The Template now has an ID, as well as timestamps for its creation and when it was last modified.

Users with access to this Template may now click the Start button to start a Job.

Clicking Start will automatically switch the view to that user's Jobs list, from where they can start work on the Job.

NOTE: Typically, users will start a Job for themselves. However, if the user who clicked Start is not one of the users in the first step of the workflow, then the new Job will not be shown to them. This is correct behaviour, as only users who have been assigned to a Job can see that Job.