Choose a Doc Template

Choose a Doc Template

  1. Open the Embedded Mfr Proposal.xlsx file from c:\CorsPro\PQuote\Tabs. This is considered the RAW tab.
  2. In the first row available (C4) – set the Doc Template. This decides what kind of template the output is going to use.
  3. Go to Add-ins >> Insert >> Doc Template
  4. Choose Doc Template From database: This allows you to choose the Doc Template from Library Manager
  5. You can also add a new Doc Template.

Figure 1: Insert >> Doc Template

 

Example:  In the example below, we chose the CoverPage template.  Notice the Content Type (column D) is DocTemplate.  This happens automatically if you use the Insert >> Doc Template function.

Figure 2: Example – DocTemplate

 

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