Using BarTender Templates

1. In the folder navigation pane of the Manage Files view, select the folder in which you want to create and save the document.

2. On the toolbar, click BarTender Template. Alternatively, click New, and then click Document From BarTender Template.

3. On the Select a BarTender Template page, point to the template that you want, and then click Create.

   Note: To narrow down the template choices, you can add one or more filters. To do this, click Add Filter, and then click the filters that you want. You can also enter a term in the search bar to locate a template by name or keyword.

4. Follow the steps in the Template Assistant to name your document, specify and import data sources, and assign data sources to the fields in the template.

This procedure is available for documents that were created by using a preconfigured BarTender template and that were not subsequently modified in BarTender Designer.

1. In the item list pane, select the document that you want.

2. On the toolbar, click Connect to Data. Alternatively, right-click the document, and then click Connect to Data.

3. Follow the steps in the Template Assistant to edit the document properties that you want, such as enabling data entry forms, connecting to a database, and mapping database fields to objects on the template.

When you edit a template-based document, a new revision of the document is created. You can view the revision history by using the Revision History page. For more information, refer to Managing File Revisions.