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). |
|
| 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.
3. Select the required category from the search results.
4. Select the template from the document search results on the right-hand side.
5. Select ‘OK’. The document will open and be ready for editing.
