Creating a Document from a Template

Windchill Fundamentals > Working with Windchill Objects > Documents > Documents in Windchill > Creating Windchill Documents > Creating a Document from a Template

Document templates provide a standard format for certain documents, such as meeting minutes or specifications. Primary content and attributes from the template are applied to the new document.

Administrators are responsible for creating and managing the templates available in each context. For information on creating a document template, see Creating a Document Template and Document Templates from DTI.

1. If you are working in Windchill, you can create a new document from a template using the New Document action.

If you are using Windchill Desktop Integration, select New Windchill Document from Template

from the Windchill menu in your Microsoft Office application.

2. Under the Set Attributes step, select the type of document you are adding from the Type drop-down menu. The options available are specific to your site.

3. Select a document from the Template drop-down menu. The templates available depend on the type of document you select in the Type field and are specific to your site.

4. Specify the remaining document attributes in the following fields:

Attribute	Description
Name	Enter a unique name to identify the document.
Description	A description of the document is automatically generated based on the template. You can edit the description. Enter up to 4,000 characters.
Location	Autoselect Folder—Accept the folder location of the document according to the object initialization rules for the context. Select Folder—Navigate to a new folder location for the document. Click the folder location icon to browse to a new folder.

Depending on the settings placed by your site administrators, you might also see the following attribute options:

◦ Life Cycle Template—Select the life cycle template you want to use for this document.

◦ Team Template—Select the life cycle team template you want to use for this document.

◦ Revision—Enter the document version.

If your site has defined additional attributes for a document, fields and default values for those attributes appear under the Business field.

Classification attributes will appear if Windchill Partslink is installed and classification binding attributes are set on the object type.

5. Select Check out and download to automatically check out and open the primary content for editing once you have finished.

6. If you are using Windchill Desktop Integration, click Finish to create the new document and open the template.

If you are working in Windchill, click Next to proceed to the Set Attachments step.

a. Use the Attachments table to add additional or secondary content to the document.

Attachments can include content similar to documents and other Windchill objects, but are not considered standalone objects and therefore have limited functionality. Once a document is created, you can later add and remove attachments.

b. Click Finish to create the new document and open the primary content.

Once your changes are complete, you must upload the content to Windchill:

• If you are using Windchill Desktop Integration, save your changes and select Check In from the Windchill menu.

• If you are working in Windchill, save a local version of the document. Navigate to the document information page in Windchill and select Actions > Check In.