Creating a document template

Steps

1. Create a folder on your computer.

   Tip

   When working with a test and live system, please see Best practice: Managing document templates.

2. Add or create a Microsoft Word, Excel or PowerPoint file that you want to use as document template.

   Tip

   To download various sample templates that you can use and adjust to your needs, go to the dox42 ribbon and select Tutorials > Templates.

Result

You have created a document template.

Next Steps

• Creating a standard data map

• Working with document templates