With Document Management, you can save a substantial amount of time by creating custom templates. Any modifications that need to be made to a document each time it is used can be easily saved in a new template, so you don't have to spend time making the same changes over and over again.
Open the document you want to save as a template.
Go to File > Save As. The Save Document window will open.
Using the Folder tree on the left side of the window, select a folder under the Template grouping in which to save your template.
Type a descriptive name for the template in the File Name text box at the bottom of the screen.
Click Save. The template will appear in the section you specified on the Contracts tab .
& NOTE: Users of previous versions (2004 or earlier) will notice that project information does not have to be removed before saving a template. ConstructionSuite is designed to automatically remove project designations upon saving a template. When you use the template, you will be prompted to select a project.
Go to the location where your template is saved.
Double-click the template file to use it for your new project document.
Go to File > Save As. The default location will be the folder for the Project you selected in the Document Management Wizard.
Edit the document as needed for the new project. Changes will only be made to the document for the project and will not affect the template.
Save the file again once you have made all changes.
Go to the location where your template is saved.
Right-click the template you want to modify and select Edit Template.
Edit the document template as needed. Any changes you make will affect the template. This means every new document created from the custom template will reflect these changes, but documents previously created from the template will not be affected.
Go to File > Save.