Assign Template to Book

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Assign a template to a document assembly book.

To assign a template to a document assembly book (this is a one time process only):

(1)Click the Document Assembly icon (third from the left)
(2)Click the <Settings> button to display the settings screen.
(3)Note the ‘Templates’ tab at the right half of the Settings screen. (See Figure 1.) Type the template name, or navigate to the specific template in the appropriate box.
(4)Save the changes.

templates1-1.zoom50

The Document Assembly Settings Screen. Template tab visible.

 

informationYou can create a new template and attach it to one of your books in a single step. Click here for the process.