Templates

Templates let you manage your documents by recognition, creating indexes, starting workflows,... Basically, it helps you keep everything organized and eliminates manual interaction as much as possible.

Default Templates

Initially, SMARTdoc has 5 basic templates based on recognition of your document's extension.

  • PDF
  • Office
  • Pictures
  • Music
  • Video

Where do you find your Templates?

Right-click the SMARTdoc icon in your taskbar and select Templates. Templates are grouped by category.

You can activate or deactivate a template by using the tick-box in front of the template name. Deactivating a template does not remove the template. Documents linked to this template are still visible and will show the indexes linked to this template.

Deleting templates can only be done by an administrator. It is impossible to delete a template when documents are already linked to this template. 

You can apply a new version of a template to existing documents by right-clicking the template and selecting "Change template for all documents".

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