Create a New Document

Available from Version: -

Operating System: Windows

empower® Add-in: Brand Control

To create a new document from a template, follow the following steps:

  1. Click on the button New Document (Figure 458, “Button New Document”).

    The empower® Library opens in the section for Document Templates.

Figure 458. Button New Document

Button New Document

  1. In the empower® Library, select one of the Document Templates.

  2. Then, navigate to the group Selection in the navigation bar and click on the button Open (Figure 459, “Button Open”).

    A new document is created using the template.

Figure 459. Button Open

Button Open

If default settings have been made in advance in the profile management, the Document Template is automatically filled with information.

If not all default values or none of the default values required for the template have been set, empower® asks you to select the data to be filled in (Figure 460, “Dialog Box Document Settings”).

Your defined default values are preselected automatically.

Figure 460. Dialog Box Document Settings

Dialog Box Document Settings

Under Location data, you can search for the location you want to fill in.

To do so, type in the name of the location you are looking for into the input field (Figure 461, “Search for Locations”).

The locations that match your search are listed under the companies they belong to.

Select the required location from the list.

Alternatively, you can browse through the locations and companies manually.

To do so, expand the sections for the companies using the little arrow symbol next to the company name.

Figure 461. Search for Locations

Search for Locations

If your search input does not lead to any result, a message is displayed in the dialog box (Figure 462, “No Search Results”).

Figure 462. No Search Results

No Search Results

To abort the search, click on the X symbol in the input field (Figure 463, “Abort Search”).

All available locations will be listed again.

Figure 463. Abort Search

Abort Search

If you have opened a Document Template and want to fill in new profile data, click on the upper part of the split button Fill in document (Figure 464, “Button Fill in document”).

The same dialog box opens.

Figure 464. Button Fill in document

Button Fill in document

Note

If default values have been set but you want to prevent the document from being filled out automatically, press Shift while opening the template.

This can be useful if you create documents for another person. If you have set up a referenced profile for this person, you can then choose this profile manually via the button Fill in document.

For further information regarding referenced profiles, see Set up Profiles.

Note

Alternatively, you can use a double-click or open the context menu of a Document Template to open it.

Note

If you enter a search input in the location search which only results in a company name, the company cannot be selected because it does not contain any locations that match your search input.

Note

For further information regarding the setting of defaults, see Add a Profile.

If you want to hide certain elements in your newly created document, you can use the feature Hide stationery.

Click on the button Hide stationery to hide elements before printing the document (Figure 465, “Button Hide stationery”).

Figure 465. Button Hide stationery

Button Hide stationery

Note

If you choose to hide the content control when printing, the content control and its content might still be visible if you are currently displaying the formatting symbols.

However, it will not be included in the printed version.

The elements that will be affected by this feature are predefined by your empower® Administrators.

For further information regarding the configuration of elements for this feature, see Template Assistant.

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