The Water Cooler - Training

Document Templates 

11-05-2015 10:49 AM

Document templates allow users to create a copy of a document in order to create several similar documents without having to rebuild all of the content/formatting multiple times. A document template can be created by finding the document you’d like to copy and clicking on the title to be brought to the full content page. Once there, you’ll see the option to “Create a copy” under the “Actions” menu.

 

 

Once you click on “Create a copy” you’ll get a pop up like the one below. Simply select the type of content you’d like to copy the formatting to and click “create a copy” to be brought to a “create” page with a pre-populated piece of content that mirrors the original document.

 

**Please note: document templates can only be applied to documents created directly within the Jive platform, and do not apply to uploaded documents.

 

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