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 – i.e. 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).
Video: Document Templates
For more information, refer to New Class, as well
as to Automatic Values for
information on using document templates with automatic values.