Adding document templates

Document templates are the building blocks of document automation. Workbench helps you to work with existing ones or add new templates. Follow this guide to add a new template.

Once added, document templates are created in Template Designer. Read more about the template designing process here...

Login to Workbench

The Add Template command requires authentication to a server repository so you must be logged-in to create one. 

If you need assistance with logging-in, follow this guide... 

Select your business unit

Using the Workbench Items pane, navigate to and select the repository node in which you want to add a document template.

Add the template

In the Repository menu, find the Add Template command and click it. The New Document Template dialog opens.

First, define the type of template you want to add. The available options are Standard and Word (.docx format). Select Word for maximum compatibility.

   Standard has deprecated and will no longer be supported in future.

Now type a name for your new document template into the Name input. This will also be the given filename with a .docx extension (Microsoft Word document). 

Click OK. This dismisses the dialog and creates a new template in the selected business unit.

Verify template creation

Scan the Asset List pane to ensure that a new template with the name you gave it appears in the list. Make you sure that you're viewing assets for the same business unit that you created the template in.