Creating a new document from a template

You can create a new document using the Office Add-in from any of your existing Cognidox document templates.

1. Open the Office application for the document type you want to create (e.g. Word).

2. In the Browse tab of the Office Add-in, click the three dots to the right of the document title.

3. Choose New > From Template and select a suitable template.

   A new document will be created and displayed in the appropriate Office application.

   Note:

   The list of suitable templates may be empty. This could because none have been assigned to the document type in the global or category configuration. See Assigning template categories.

4. If the template contains document property fields that need updating, click in the body of the document and press Ctrl+A to select the whole document, then press the F9 function key to update all fields.

5. Edit the document, save your changes, then upload it as a new draft or issue (see Uploading a new document from the Browse tab).