Deltek PIM 23.0 Online Help

Create a Document From a Template

You can create a new document from a template. For example, you can create a purchase order for a project to send to a supplier. The title of the new document adopts the title of the template used.

To create a document from a template:

  1. On the header bar, click Information Zone.
  2. Click Local File Management.
  3. Do one of the following:
    • If you are in Classic View mode, click .
    • If you are in Smart View mode, click Create Document.
    • If you are using the Local File Management page, click Create From Template. To access the Local File Management page, you must have the Local File Management component installed and running.
  4. On the Create Document screen, select the template that you want to create a document from, and click Next.
  5. On the Publish To tab, select or deselect any document pools which you want to publish the document to, if required.
    By default, one or more document pools are already selected, based on the selected template.
  6. In the Select Attributes pane, enter the name of any entities that you want to link the document to in the respective Select Entity field. As you type, any matching records display, and you can click a record to select it.
    For example, if you select a document pool that is associated with the Project attribute type, you can enter a project to link the document to. Users can then access the document from the Documents tab on the project record.

    You can link a document to multiple records. An asterisk (*) on an attribute type indicates that you must select at least one record. When you create a document from the Documents tab on a record, such as a project or organization, the record is automatically selected as an attribute.

  7. Click the Details/Comments tab and enter a title for the document. You can also enter any information about the document in the Details field.
  8. Click Finish.
    If you are working in Internet Explorer or the Local File Management page, the document is saved to your local working files folder, and the document opens in the default application. If you are working in another browser, you must select a location to save the document to.

After you create a document from a template, the document is automatically checked out to allow you to edit it. To make the document available to other users, you must complete the procedure to check in the document.