Figure 16-2: The Add drop-down list.
Creating a Document from a Document Template
You aren’t supposed to fill in the template itself; rather it’s the original that gets copied to make a new document. With a template, you don’t have to remember to make the copy, you just add a new document, and you’re ready to go. Follow these steps:
1. Select the folder in which you want to place your new document.
2. Click and hold the Add button in the toolbar to open a drop-down list, as shown in Figure 16-2.
Figure 16-2: The Add drop-down list.
3. Select the template that you want to use from the list.
A new document based on the template appears in the folder you selected, its name ready to be overwritten, as shown in Figure 16-3, where I’m adding a new Character Sketch sheet.
Figure 16-3: A new document based on the Character Sketch template.
You can also add a document based on a template by right-clicking the folder to which you want to add the document, choosing Add⇒New from Template, and selecting a template from the list that appears. The same menu is also available by choosing Project⇒New from Template.
4. Type a name for the new document, and then press Return.
Now you’re ready to fill in the information.
Nothing in the document auto-populates, not even the name. You can’t tab through it like an online form, but you can navigate with your arrow keys. Document templates are really just regular documents that have a custom icon and prefilled text to make duplicating your forms easier.
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