Deltek PIM Online Help

Create a Document From a Template

You can use a template to create and a document, and link it to an entity record. For example, you can create a purchase order for a project to send to a supplier.

To create a document from a template:

  1. Navigate to the Information Zone.
    If Smart View is not enabled, use the Smart View slider to toggle it on.
  2. Click Working Files.
  3. Click Create Document.
  4. On the Create Document window, select the template that you want to use.
  5. Click Next.
  6. On the Publish Document window, select one or more document pools to publish the document to.
    Note: You can only select document pools that have no child pools.
  7. In the Select Attributes pane, select one or more entity records to link the document to.
    For example, if a document pool is associated with the project attribute, you can select a project to link the document to. This allows members on the project to access the document from the Documents tab on the project record. An asterisk (*) on an attribute indicates that you must select an entity record.
  8. Click Next.
  9. In the Document Details step, enter a title for the document in the Title field.
  10. Optional: In the Details field, enter any information about the document, such as a brief summary.
  11. Click Finish.
    The document is created, and available in your Working Files to check into the DMS. Depending on the template, some fields may be auto-populated, based on the entity record details.