Deltek PIM Online Help

Create a Document From a Template

You can use a template to create a document for a project, enquiry, or organization, and publish it to the DMS. 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 project, enquiry, or organization record that you want to create a document for.
    For information, see Searching for Records.
  2. Click .
  3. On the Create Document window, select the document template that you want to use.
  4. Click Next.
  5. 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.
  6. 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.
  7. Click Next.
  8. In the Document Details step, enter a title for the document in the Title field.
  9. Optional: In the Details field, enter any information about the document, such as a brief summary.
  10. Click Finish.
    The document is created, and is available in your Working Files to check into the DMS. Depending on the template, some fields might be auto-populated, based on the record details.