Creating a Template Object

You can create a document, according to company standards. If a company has its own standard templates for documents like specification document, design document, and so on, then the template objects can be created for these documents and these templates can be checked in those template objects.

Note: For a custom user to use templates created by Creator, the System Conversion Manager role must be assigned to the user.

You can also create Template object from Collaboration for Microsoft client.

  1. To create template from Windows Explorer integration:
    1. Open an office application and save the file as a template document on you local computer. For example, *.dotx for Word,*.potx for PowerPoint,*.xltx for excel,*.oft for outlook message.
    2. Drag and drop the file in the appropriate folder in the explorer and choose the appropriate template type while saving it to ENOVIA.

      The template types can be set as default document type in user preferences for drag and drop operation.

  2. To create template from MS Office application:
    1. Open a saved template file from the local directory or create a new document.
    2. Click on “Save as New” from 3DEXPERIENCE ribbon.
    3. Select “MS Word Template” from Document Object Type list and provide the required values.
    4. Click Create.
  3. Template object can also be created from the web browser and used in Collaboration for Microsoft client for creating documents in ENOVIA. For more information, see Creating Documents

A template object is created.

Notes: Note the following points:
  • A single template object has a single template file in it. If multiple files are checked-in in the template object, then the create using template feature is not available.
  • While checking in a message into an Outlook template, verify the file name is the same as the subject field of the message being checked in because Collaboration for Microsoft identifies Outlook mail by its subject field.