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KB User's Guide - Documents Tab - Using the "Create a Doc from..." Page

This document explains how to access and use the templates you have created from the "Create a Doc from..." page.

NoteInformation symbol

It is generally recommended that you create a document from a template by using the template dropdown on the main "Create a Doc.." screen. Doing so helps ensure that the new document will have an appropriate expiration date, as the steps below will result in the new document having the same expiration date as the template itself.

Access Templates by Clicking the "Create a Doc from..." Link

After you have created a template, you may access templates from the Create a New Doc from Template screen.

    1. To access the existing templates in your KB Site, go to the Documents tab, then click on the Create a Doc from... link in the left navigation bar. A screen called Create a New Doc from a Template will appear with a list of templates.

    2. You can create a new doc from a template by clicking the Save as... button on the far right of the desired template. You may also view the template by clicking on the title.

      Screenshot of the "Create a new doc from template screen", which can be accessed from the left side navigation.

    3. Click the OK button in the popup dialog screen to create a new draft from the template of your choosing.

      The pop-up reads, "Are you sure you want to save template 91471 as a new document?" and has "Cancel" and "OK" buttons.

    4. You will then see a message that the template has been saved successfully as a new document. The new document will have the status of In Progress (e.g. once you create a new template, it is not live on your KB Site until the status is deliberately updated to Active).

      This screen reads, "Document 91471 has been successfully saved as new document 122947. The document is work in progress." There are buttons that allow you to either review or edit the newly saved document.

    5. From here, you have the choice to view the new document (which at this point will be identical to the template), or you edit the new document to start adding specifics. Please note that all fields in the new document will match the template, including the activation field and owner field.

See Also