You can use templates when you create documents in M-Files. Templates can be specified to add a predefined set of metadata and content to the document. For example, a proposal template or an order template.
To set a document or other object to be a template, add the property Is
template to the metadata and select the check box. Templates are
class-specific, but you can specify the template to be used for other classes with the
Additional classes property.
Note: When you want to save a
document as a document template to be used in M-Files, save
the document as an Microsoft Office document, that is, in
the format .doc(x), .ppt(x), .xls(x) or similar. Do not use the
template formats offered by Microsoft Office applications (for instance the Word
template, .dotx).
