Create a Document Template

Document templates allow you to quickly create new documents from a configured template. When you create a new document from a template, Vault copies the template file and uses that copy as the source file for the new document. This process bypasses the content upload process and allows for more consistent document creation.

Complete the following steps to create a document template:

1. In the Submission Mgmt > Library tab, click Create. The Create Document dialog is displayed.
2. Select Upload and click Continue. The Upload Files page is displayed.
3. Click Upload, select the document template you want to upload, and click Open. Alternatively, drag and drop the document template you want to upload onto the Drag and drop files to upload here section on the Upload Files page.
4. Select Classify documents now.
5. From the Choose document type drop-down, select Templates.
6. Click Next. A message is displayed on the Upload Files page when the file has been successfully uploaded.
7. Enter the Name for the template.
8. In the Template Document Type field, search for and select the document type for the template.
9. From the eSignature Approval Required drop-down, select No. Doing so ensures that you have the flexibility to select whether or not any documents created from this template should require eSignature approval.
10. Click Save. The system saves the template in a Draft state, generates a viewable rendition of the template, and displays the template’s details.
11. To make the template available for use, select Change State to Approved from the Workflow Actions menu. A dialog is displayed prompting you to confirm the status change.
12. Click Yes to set the template status to Approved. The template is now approved and can be used to create documents.