Creating an Office Document

In this article, we will see how to create an Office document in CMap PIM. As part of your CMap PIM configuration, you'll be able to generate pre-templated Office documents within your projects, allowing for a swift and easy set-up.

Navigate to Records

From the project homepage, click on Records in the left hand menu.

Create New

Click the New symbol in the command bar to open the dropdown.

From Template

Click the Office Document option to show all Office Document templates that are available to use for creating documents create.

Choose Template

Click on the down arrow and choose the template you wish to use. 

Provide information

Provide the required information in the Create Office Document Panel. The document number for Office documents is constructed using the default values set for that project. To get help changing the default values or to make the fields editable on creation, contact CMap PIM Support.

Create Office Document

Click the Create button at the bottom of the panel to create the Office document. Once successful, the panel will close and you will now see your Office Document in the records list.

Finish

You have now successfully created a Office document in CMap PIM!