Creating a document from a template in the Feed

Introduction
 
Creating a document from a template involves using a document from your template library. Templates are read-only documents that can be used whenever the need arises.
 
This feature is well suited to documents, presentations and spreadsheets. Examples of its use are:
  • Expenses reports
  • Invoices
  • Letterheads
  • Absence requests
  • Sales proposals and presentations
  • Timesheets

Or simply any document that is regularly used within your business to complete a process.

Creating a document from a template within 'My Desk' 


Click '+ Add file' and select 'From template'




select the template from the library



give the desired template




the document will be created



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