To create a new document using an existing document as a template from the GUI:
1. Select > . The Finder dialog box displays documents that are available for use as a template.
2. Select the document that you want to use as a template.
3. Click OK. The Branch dialog box displays, indicating that this document will be used as a template for the new one. All applicable fields and associated settings are copied over to the new document.
At this stage, creating a document from a template is similar to branching. To learn about the options in this dialog box,
“Branching Documents”.
4. Click OK. The Item Details for the new document displays allowing you to change the editable fields.
A document is created in the chosen project and all new content is:
◦ reference mode Author
◦ displayed with the header Created By and does not display Branched From information
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If you specified a versioned document as the template, the document that is created in the chosen project is a new live document.
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