Create a New Document

Available from Version: -

Operating System: Windows

empower^® Add-in: Docs

To create a new document from a template, follow the following steps:
Click on the button New Document (Figure 1, “Button New Document”). The empower^® Library opens in the section for Document Templates.	Figure 1. Button New Document
In the empower^® Library, select one of the Document Templates. Then, navigate to the group Selection in the navigation bar and click on the button Open (Figure 2, “Button Open”). A new document is created using the template.	Figure 2. 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 3, “Dialog Box Document Settings”). Your defined default values are preselected automatically.	Figure 3. 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 4, “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 4. Search for Locations
If your search input does not lead to any result, a message is displayed in the dialog box (Figure 5, “No Search Results”).	Figure 5. No Search Results
To abort the search, click on the X symbol in the input field (Figure 6, “Abort Search”). All available locations will be listed again.	Figure 6. 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 7, “Button Fill in document”). The same dialog box opens.	Figure 7. 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.

Default Language Behavior

The selected default language affects the following elements of templates:
Logo selection: The logo associated with the selected language is used. Profile information: The language-specific values stored in the selected user profile are inserted. Location and company information: The language-specific values stored for the selected location and the associated company information are inserted based on the selected default language.
If the user selects the option Default, there are three possible scenarios, depending on the user's settings and the configuration in empower^®:
The Office language is supported by empower^®: If a user's Microsoft Office language is also configured in empower^®, that language is automatically selected as the default language. Example: The user has Microsoft Office set to English, and English is also configured in empower^®. English is automatically selected as the default language. The Office language is not supported by empower^®: If a user's Microsoft Office language is not configured in empower^®, it cannot be selected as the default language. In this case, empower^® automatically uses the values and logos defined in the Default column during the initial configuration of empower^®. Example: The user has Microsoft Office set to Spanish, but empower^® is only configured for German and English. In this case, the values and logos stored in the Default column are used. An administrator defines a fixed default language for empower^®: Regardless of the user's Microsoft Office language, an administrator can specify a fixed default language through a global setting in empower^®. This setting overrides the automatic language selection and applies to all users. Example: An administrator sets English as the global default language. Even if a user has Microsoft Office set to German, English will be selected as the default language.

Important

To influence which language is used for the option Default in the language selection, empower^® Administrators can set the default language in the empower^® Admin Center.

To do so, navigate to the setting Default Language Code in the section Configuration within the empower^® Admin Center.

For further information regarding the empower^® Admin Center, refer to our empower^® Admin Center manual.

Hide Stationery

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 1, “Button Hide stationery”).	Figure 1. 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.

Create a New Document

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Default Language Behavior

Important

Hide Stationery

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