Using Document Templates - EDM Services - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

EDM Services

EDM Services
Foundation 23.1

EDM Services allows you to create new documents in OnBase using a document template.

Document templates are pre-existing OLE documents that can be used as templates for new OLE documents. Document templates provide you with a base document that can be altered and stored as a new document. For example, your company may have a standard memo format stored as a template, which includes the company logo and address. You can use this document template to create a new document that includes memo text and recipient information, as well as the company logo and address from the template.

Document templates are created and configured by your system administrator.


PDF files are not supported with document templates.

To create a new document from a document template:

  1. In the Document Retrieval pane, select Document Templates.
  2. Select a document template from the list provided.
  3. Modify and save the document.
  4. Select the appropriate Document Type and add any Keyword Values to associate with the document. Depending on your system's configuration, you may not be able to change the default Document Type.