Create Linked Document Templates

To create a linked document, you can open an empty file and add the text and contents as you want. You can also base your linked document on a linked document template that you either:

Select from a drop-down list of (initially) system-provided templates in the New Linked Document from Template dialog or
Create in the Document Generation > Linked Document Templates folder of the Project Resources window
 

Linked document templates that you create are added to the drop-down list on the New Linked Document from Template dialog.

Access     Project | Resources (Alt+6)

Create a template

Step

Detail

See also

1

In the Resources window:

1.Expand the Document Generation folder.
2.Right-click on the Linked Document Templates folder.
3.Select the Create Template context menu option. The New Document Template dialog displays.

 

 

2

In the New template field, type a name for your template.

 

 

3

In the Copy template field, if you want to base the new template on an existing template, click on the drop-down arrow and select the name of the source template.

Otherwise leave the field set to None.

 

 

4

Click on the OK button.

The template opens in the Linked Document Template Editor in the Diagram View. Create and edit the template contents as you need.

 

Edit Linked Document Templates

 

5

Save the template (File | Save) and close the editor (File | Close). The template is immediately available for use.

 

 

6

If you want to assign your template to a group, right-click on the template name in the Resources window and select the Assign Template to Group context menu option.

The Enter the Model Document Template Group Name dialog displays. In the Enter Value field type a category name and click on the OK button.

The template is immediately transferred to the named group.

 

 

Notes

You can transport customized linked document templates between models, using the Export Reference Data and Import Reference Data options

Learn more