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 dialog or
Create in the 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 dialog.

Create a template



See also


Under the Templates folder, right-click on the Linked Document Templates icon and click on the Create Template context menu option.

Enter a name for your template, or select a previously-created template. Click on the OK button.

You can group your templates into folders. Right-click on your newly created template and select the Assign Template to Group context menu option. Enter a category name and click on the OK button.

You can also modify and delete the templates using the context menu options.


Edit Linked Document Templates


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

Learn more