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Open Word
From the CDM menu on the ribbon bar, select Document List
Click the Document Templates button
If you have many Document Templates, you may want to search for a Template
Click the Search button, in the Search area select Document Templates, and enter a phrase into the Keywords field to locate the particular Template file
Click on the Document template to open it
Make any required changes to the document
Using the CDM ribbon menu, click the Save As into CDM menu
Navigate to the location for storage and update any Priority keywords or Custom Field data
Click the Save or Save & PDF button and opt to Publish to Client if necessary.
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To ensure it is easy to locate a Document Template, it is suggested that each template contains a Category. |
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