Creating Documents from Document Templates in the Unity Client - Office Business Application for 2021 - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Premier - Standard - Essential

Office Business Application for 2021

Platform
OnBase
Product
Office Business Application for 2021
Release
Foundation 23.1
License
Premier
Standard
Essential

When opening document templates in the Office Business Application for 2021 from the Unity Client, ensure the Open Microsoft Office documents using the Office Business Applications user option is selected in File | User Options | Document. If this option is not selected, the document template opens in the embedded Template Viewer.

To create a new document from a document template in the Office Business Application for 2021 opened from the Unity Client:

  1. From the Home tab, click Templates. The Document Templates pane is displayed.
  2. Select a template from the Document Templates pane. The program used to generate the template is opened. For example, if the template is a Microsoft Word template, the template opens in Microsoft Word.
  3. Make the desired changes to your template.
  4. From the Office Business Application for 2021, click the OnBase tab. The OnBase ribbon is displayed.
  5. Click Save.
  6. Follow the steps in Importing a New Document.

For more information on document templates, see the EDM Services documentation.