Creating Documents from Document Templates in the Office Business Application for 2019 - Office Business Application for 2019 - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Office-Business-Application-for-2019/English/Foundation-22.1/Office-Business-Application-for-2019/Usage/System-Interaction/EDM-Services/Document-Templates/Creating-Documents-from-Document-Templates-in-the-Office-Business-Application-for-2019 - 2023-12-11

Office Business Application for 2019
Platform
OnBase
Product
Office Business Application for 2019
Release
Foundation 22.1
License
Premier
Standard
Essential

To create a new document from a document template directly in the Office Business Application for 2019:

  1. From the OnBase tab, click Templates.
  2. The Document Templates pane is displayed.
  3. Select a template from the Document Templates pane. The program used to generate the template opens if it is not already displayed. For example, if the template is a Microsoft Word template, the template opens in Microsoft Word.
  4. Make the desired changes to your template.
  5. From the OnBase tab, click Save.
  6. Follow the steps in Importing a New Document.