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Managing project-level office document templates

Overview

Office document templates can be added at the project level. Once added, users can generate office documents using the data stored in Blueprint artifacts.

Note: Office document templates can also be added at the instance level by an instance administrator with the correct privileges.

Here are the typical sequence of events:

  1. Project administrator authors a new template
  2. Project administrator adds the template to Blueprint
  3. Users generate documents using the templates

Tasks

Adding an office document template to a project

Learn More

Generating an office document