Using an Existing Template (Article)

Using an Existing Template

Sometimes, you may want to use an existing template that a co-worker has created or imported into the system. To do this, click on Document Management from the top menu on the main page of the PB system:

Click Create a Document in the upper right corner of your screen:

Document Title is a required field:

Once you have named your document, click Next in the upper right corner of the screen:

You will now Use a Template and click Go to use an existing template to create your document:

All the documents designated as templates will appear in the list. Click the name of the template you wish to use:

Your document will then load into the document viewer window using the selected template. You can then make any necessary changes to the document.

Related Articles:

Importing and Creating Documents

Text and Document Formatting

Searching for and Sorting Documents

Importing and Saving a Template