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New Thereforeā„¢ Document from Microsoft Office Template

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How can I create a new Thereforeā„¢ document based on a blank Microsoft Office template?

 

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This feature requires a Microsoft Office template, a Template Profile and an Indexing Profile.

 

1.Click the Templates button. All template profiles for which you have read permission will now appear in the drop-down list. Select the required profile and it will open in its associated program.

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2.The template can be filled out and then saved to Thereforeā„¢ by clicking on the Save in Thereforeā„¢ button.

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The template profile can also be configured to send the document as an e-mail using Outlook.