Download a document template

Browse the online document library of document template samples. Get started with a new template type quickly by editing a sample template instead of creating a new template from scratch.

ClosedGetting Started
Who can use it? Where is it?

Administrator

System Administrator

 Administration tools > Document Templates

Tips:

  1. Templates are stored in the Synergy\Templates folder on the file server.
  2. Copy an existing template to practice modifying a template without impacting a commonly used item.

Browse the online library

  1. Click the download button .
  2. The online template library appears. The list of templates are sorted by 'type'. Scroll down to the template type that you want to find a sample template file.
  3. Check the box(es) next to the template(s) you want to download.
  4. (Optional) Over-type the name or description of the template before downloading the template file by clicking into the field.
  5. Click the Download button.
  6. The template(s) will appear in your list of document templates.

Tip: When a document template of the same name is downloaded from the document library, a (2) etc will be added to the end of the template name. The template name can be changed after the file is downloaded.

Want to learn more?

Looking for more help? Try reviewing the following Administration Tools topics: Concept Link IconView Topics

Or try reviewing the following Document Templates topics: Concept Link IconView Topics

 

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