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Create a New Document From A Template

Meridian makes it easy to create new documents either from templates or from existing files.

ClosedPowerWeb Procedures

Use these steps for PowerWeb.

ClosedImport an Existing File

To import an existing file:

ClosedCreate New Document from Template

To create a new document from a template:

  1. Select the folder where you want the new document to reside.

    If the location of new documents is controlled by the vault's Field-Path definition, you can select any folder because the Field-Path definition will store the document in the correct folder regardless.

  2. Choose between three options:

    • In the New ribbon, in the Documents group, click New Document.

      The Add Document/Select Document Type dialog box appears.

    • Right-click the folder, point to New, and then select New Document.

    • From the Thumbnails view:

      1. Right-click a thumbnail of a folder or document.

      2. Point to New, and then select New Document.

  3. Select a document type from Document type and click Next.

  4. Select a template from Document template and click Next.

    Any property pages assigned to the document type for new documents appear.

    The default values of the properties on these pages are the names of the corresponding folders in the path that you selected in step 1.

  5. Type any known values in the property pages and click Finish when you are done.

    The new document is created in the current folder or, if its location is controlled by the vault's Field-Path definition, it is created in that folder. The configured document type workflow (if any) is started and the document's General property page appears.

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