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).
For more information, refer to
New Class, as well as to
Automatic Values for information on using document templates
with automatic values.