Creating a File from a Template

You can create files from the organizational templates stored and managed in 3DEXPERIENCE.

Required access roles: Author, Leader, Owner

You can do the following:

  • Download the template file that is attached to the template document in 3DEXPERIENCE.
  • Create a document based on the template.
  • Create a file based on the template and attach it to an existing document.

See Also
3DEXPERIENCE Toolbar Ribbon for Microsoft Office Applications
  1. From the Microsoft Office application, navigate to the 3DEXPERIENCE ribbon.
  2. Click New from Template .

    The New from Template pane appears. It contains a list of all the available templates.

  3. Select the template you want to use and click Create.

The template you select opens. You can create a file based on this template.