Pre-requisites:
Role privilege as mentioned below, on the project in which a file is to be created from a file template using aSync:
To create files from file templates, the 'Can Create Files From Document Templates' privilege must be assigned to your role.
Permission as mentioned below, on the project folder in which a file is to be published:
To publish files, 'Publish' or 'Publish & Link' or 'Admin' permission.
Folder permissions defined at the default or the role level can be overridden. Click here for detailed help (See point 4).
Permission on the template from which file is to be created using aSync. Click here for detailed help.
File template allows you to prepare a library of templates. These templates can be used by anyone with access to a project folder to create files quickly keeping the basic file content intact based on the selected file template.
Here are the steps to create a file from a template. Before doing this, you must install the aSync app on your PC.
1. Navigate to the project folder where you need to create a file from a file template using aSync.
2. Click the 'Upload' dropdown and select 'Create File'.
3. A layered screen will appear listing the file templates you can access. You can search for the required file template by entering a keyword.
You can also download the file template by clicking the file type icon.
4. Select a template from which you need to create a file.
5. A prompt will appear allowing you to download the aSync installer or login to the aSync app if installed on your PC.
If downloading the aSync installer, follow the steps for installation as needed.
6. When selecting the file template from the web application and logging in to aSync to open a copy of the chosen template for editing, a browser prompt will appear asking for permission to open the link with the aSync application. Here, you need to allow permission for the web browser to continue opening the link with the aSync application.
7. The copy of the selected file template will start appearing in the aSync application. Click the edit icon opposite the file name to open the file in its native application and start editing.
8. Once the required editing is done, follow the steps to publish a file with aSync to complete creating a file from a template using aSync.
Next Article: Publish Files with Attribute Details (Overview)