Documents from Microsoft Office Templates

Create a new Therefore™ Document from a Microsoft Office Template.

1. Open the Microsoft Office template, for example a Microsoft Word template. Click on the Therefore™ tab in the menu. Under Create Profile select New Template Profile.

2. Give the profile a name. Click the browse button and specify the currently open Microsoft Office template. Before we can complete the template profile configuration, we need to configure an indexing profile to map controls from the template to the Therefore™ category where the document should be saved. Click OK to save our work on the template profile so far.

3. Next, switch to the Save Document tab. Check the box 'Save the new document in Therefore™' and then select the indexing profile that should be use to extract the index data from the document. If desired, you can change the format the file will be saved to in Therefore™. Additional options can also be configured if saving the document in PDF or PDF/A format.

4. In addition, if the document is configured to be saved to Therefore™, then it can also be sent via e-mail using Outlook. Check the box 'Send the new document by e-mail'. An Outlook template can be used if desired. The format of the document can be chosen and e-mail properties can be populated using index data from the document that will be saved to Therefore™. Once done, click OK to save the template.

5. By default the Therefore™ user group will all be able to see and open this template from the ribbon menu in Therefore™ Navigator.