Using Document Templates

You can create a new document by using a predefined template. When you select a template in the new document creation wizard, the metadata card is populated with the data contained in the template. You can also edit and add metadata. The new document contains the contents of the template.

Examples of useful templates include Proposal template, Order template and PowerPoint presentation template.

To specify a document or other object as a template, add the property Is template and set it to Yes. Templates are class-specific, but you can specify the template to affect several classes by adding the Additional Classes property for the object.
Note: When you want to save a document as a document template to be used in M-Files, save the document as an Microsoft Office document, that is, in the format .doc(x), .ppt(x), .xls(x) or similar. Do not use the template formats offered by Microsoft Office applications (for instance the Word template, .dotx).

For more information, see New Class, as well as Automatic Values for information on using document templates with automatic values.