---
title: RedOffice - Create New Document Based On ECM Template
description: Within Word, Excel, PowerPoint, Project, Visio users have the option to start a new document based on an existing ECM template.  Generally, these are corporate templates stored within ECM. Some of these templates may have ECM merge fields contained within them.  These fields update when the document is saved into ECM.
---

[Skip to content](https://info.redmansolutions.com.au/redoffice-knowledge-base/redoffice-create-new-document-based-on-ecm-template#main-content)

English

Show submenu for translations

[More support](https://info.redmansolutions.com.au/redoffice-knowledge-base/kb-tickets/new)

![](https://info.redmansolutions.com.au/hs-fs/hubfs/RedOffice%20Logo%20-%20horizontal.png?width=100&height=75&name=RedOffice%20Logo%20-%20horizontal.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [More support](https://info.redmansolutions.com.au/redoffice-knowledge-base/kb-tickets/new)
- Contact us

 Contact us

 How can we help you?

- There are no suggestions because the search field is empty.

1. [RedOffice Knowledge Base](https://info.redmansolutions.com.au/redoffice-knowledge-base)
2. [FAQs](https://info.redmansolutions.com.au/redoffice-knowledge-base/faqs)
3. [Document Registration & Versioning](https://info.redmansolutions.com.au/redoffice-knowledge-base/faqs#document-registration-versioning)

# RedOffice - Create New Document Based On ECM Template

## Within Word, Excel, PowerPoint, Project, Visio users have the option to start a new document based on an existing ECM template. Generally, these are corporate templates stored within ECM. Some of these templates may have ECM merge fields contained within them. These fields update when the document is saved into ECM.

1.    On the ECM ribbon select the new option.  Note it will have a different label within each application (see below).   
     

| ![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-03-11-46-2073-AM.png?width=66&height=77&name=image-png-Feb-09-2024-03-11-46-2073-AM.png) |  |
| --- | --- |
| **Word** | New Document |
| **Excel** | New Workbook |
| **Project** | New Project |
| **PowerPoint** | New Presentation |
| **Visio** | New Drawing |

  

2.    Click search to see the list of template categories.   
  ![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-03-12-56-7084-AM.png?width=616&height=618&name=image-png-Feb-09-2024-03-12-56-7084-AM.png)  
3.    Select the required category from the search results.    
4.    Select the template from the document search results on the right-hand side.   
  ![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-03-13-27-5206-AM.png?width=557&height=106&name=image-png-Feb-09-2024-03-13-27-5206-AM.png)  
5.    Select ‘OK’.  The document will open and be ready for editing.   
  ![](https://info.redmansolutions.com.au/hs-fs/hubfs/image-png-Feb-09-2024-03-13-37-6839-AM.png?width=97&height=46&name=image-png-Feb-09-2024-03-13-37-6839-AM.png)

- [FAQs](https://info.redmansolutions.com.au/redoffice-knowledge-base/faqs#main-content)

    - [Settings & Admin](https://info.redmansolutions.com.au/redoffice-knowledge-base/faqs#settings-admin)
    - [Searching](https://info.redmansolutions.com.au/redoffice-knowledge-base/faqs#searching)
    - [Templates & Merge Fields](https://info.redmansolutions.com.au/redoffice-knowledge-base/faqs#templates-merge-fields)
    - [Document Registration & Versioning](https://info.redmansolutions.com.au/redoffice-knowledge-base/faqs#document-registration-versioning)
- [Uncategorized](https://info.redmansolutions.com.au/redoffice-knowledge-base/uncategorized)

[![](https://info.redmansolutions.com.au/hs-fs/hubfs/redman-solutions-primary-logo-RGB_transparent.png?width=708&height=199&name=redman-solutions-primary-logo-RGB_transparent.png)](https://www.redmansolutions.com.au/)

<https://www.facebook.com/> <https://www.twitter.com/> <https://www.instagram.com/> <https://podcasts.apple.com/> [mailto:email@email.com](mailto:email@email.com)

Copyright © 2026, Redman Solutions