Fig 1

Fig 2

Examples might be:

• Standard personal or family letterheads.

• Personalized Christmas Cards,

• Business templates for estimates, invoices etc.

In order to do this simply highlight the version of the document in the History panel and select 'Copy Document To Unfiled Documents'

This will trigger the 'Data Import Portal' (Fig 2) for you to add a new name for the document and give it a brief description.

It will then be placed in Un-Filed Documents in the Realm you selected.

From there you can file it in Treeview under Templates in the same way as any other document.

Once it is filed under Templates it will be available to you when you choose to 'Create A Document From A Template' in the Document Context menu in the Treeview