Using Document Templates
Complete these steps to create a new document with a document template:
Video: Using Document Templates in M-Files
Creating a New Document Template
You can convert any document in an M-Files document vault to a document template that can then be used for creating standardized documents for a specific purpose.
Complete the following steps to convert a document in M-Files to a document template:
Adding Automatically Filled Fields to a Template
You can add to your document template fields that are automatically filled when you create a new document based on the template. The fields are filled with values of predefined properties specified in the metadata of the new document.
Complete the following to add an automatically filled field to your document template: