Creating a Document using a Template

Documents can be created in Word, Excel & PowerPoint using the Nimbus Document Templates. The following instructions can be used for the 3 MS Office Apps:

1. Open Word

2. From the CDM menu on the ribbon bar, select Document List

3. Click the Document Templates button

   Open

   

4. If you have many Document Templates, you may want to search for a Template

5. 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

   Open

   

6. Click on the Document template to open it

7. Make any required changes to the document

8. Using the CDM ribbon menu, click the Save As into CDM menu

9. Navigate to the location for storage and update any Priority keywords or Custom Field data

10. Click the Save or Save & PDF button and opt to Publish to Client if necessary.

Related articles