About Document Templates
A document template provides a means for standardizing common documents such as proposals, meeting minutes, or design specifications. For example, rather than starting from a blank page to write meeting minutes, a document template could be created to provide a standard format, including spaces for attendance, action items, questions, etc. A document template could also be created to provide a standard border or company logo for slides in a presentation.
Document templates are stored as documents; however, they have some unique characteristics:
• The document templates can be created in the context of a product, library, project, program, organization, or site.
• Document templates with the same name can be created in different contexts, but never in the same context. The document template name must be unique within a context, regardless of the type of document template.
• Document templates created in the context of a product or library can be revised, thus creating a new version. However, document templates created in the context of a project, program, organization, or the site can be iterated, but cannot be revised.
• Whether a specific document template appears in the list of available document templates when a user creates a document from a template is determined by the following:
◦ The context from which the document template was created. Only the document templates created in the current context of the user or in a parent context appear in the list.
◦ Whether the document template is enabled and
visible; only document templates that are both enabled and visible appear in the list. If there are no enabled and visible templates available from the current context or its parent contexts, then the user cannot create a document from a document template.
◦ When there are multiple document templates with the same name in different contexts, then the document template that is in the lowest context in the hierarchy appears in the list.
The files used as the content for document templates come from files that have been created on your system and are then uploaded into Windchill.