Creating a Template

Master forms or templates to be used as the basis for future documents can be created. To create a new template:

1	Open the New Standard Document dialog in one of the following ways.

•	Click the New File tab. The New File tab is is the tab that is farthest to the right in the group of tabs that are above the file that is displayed on your screen. It has the New File icon on it, similar to the New button.

•	If the above methods do not open the New Standard Document Dialog, you will be able to open it by clicking File, File Options, New -- All Options. See New Standard Document Dialog.

•	Click the Template radio button in the Create New box at the bottom of the screen.

•	Enter a filename for your template. Do not enter an extension.

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Click the faxes tab, the memos tab, the letters tab or the other documents tab. The tab you click will determine the page on which an icon of your template is stored for future use. Nota Bene will automatically assign the extension .fax for faxes, .mem for memos, .let for letters and .doc for other documents.

4	A blank document will appear on your screen. Type and format the text you want in the template. You can use any formatting including headers, footers or automatic dates.

5	Click File, Save to save the template and File, Close to close the template (or use keyboard shortcuts, toolbar buttons or action line to save and close).

After the template is created, you can start a new file based on the template by opening the New Standard Document Dialog (see step 1 above). Choose the template from the appropriate tab of the New Standard Document dialog.

Templates are stored in the Template folder. If you selected the legacy option when you installed Nota Bene then your template folder is C:\nbwin\. If you selected the new recommended installation which has a program folder and a separate home folder, your template folder will be in the new home folder, usually c:\users\me\Nota Bene\ (or, on Mac, users\me\Nota Bene\). Templates can be edited directly by opening the template file from your Template folder, making changes and saving it to the same location.

You can also create new templates by creating a new file and saving a file to the Template folder. To function as a template, the filename must have one of the template extensions: .fax for faxes, .mem for memos, .let for letters, .doc for other documents. Any file that has one of these extensions and is stored in the Template folder will be recognized as a template and you will be able to open it by going to the New Standard Document Dialog.

New template extensions can be added to suit your needs. For more information, see New template extensions.