Path in CC5: System settings - People - Document templates
Here you create and edit document templates that shall be available for the users of the database.
It is possible to limit access and thus include template that shall only be available for certain users or user groups.
New document template: Enter the Title for the templates and give a short description under Notes. Add the file you want to use as a template. Decide if the file name shall always be the same or if the system shall generate new file names.
You can also decide if the template is valid for everybody or only for persons within a certain category. If you want to, you can also define rounding rules.
Tip!
If you generate templates, you will find under Show available input macros various placeholders which you can use in the document.