Create documents

Manager provides various ways to create a new document. It is important to consider the possible document display types and sizes to ensure you use the most appropriate type.

For more detail, refer to Document display types.

From template document

Templates are used to provide a design structure for new documents. A wide variety of templates are automatically included with your Panviva database in the Templates folder. You can customize these or create new templates to suit your business needs.

Note: Documents created from a template do not retain any link to the original template. That is, if a template is changed, the changes do not flow through to documents created from them.

Copy document

Copy allows users to create a new document from an existing document. The design, text and links from the original are retained but can be changed.

Note: Documents created via copy do not retain any link to the original document.

Blank documents

A blank document is an empty document that can be created to be any display type. Blank documents are useful when you need to create something from a scratch.

Example: A new welcome page or Quick links page

For more detail, refer to Document display types.

Reusable content documents

A reusable content document is an empty document which has no tabs.

It is useful when you need to use the same content E.g. text, text with formats, tables and text, secondary windows with text and images, etc. in multiple documents. When you insert the reusable content into other documents, the content retains a link to the original reusable content document. This allows you to update the original content and thus automatically update all instances where you inserted it into other documents.

Reference documents

A reference document is a dynamic copy of a document. If you need a document to be located in more than one folder, and you need it to automatically update in all folders upon updating, you can create a Reference document.

Localization documents

Caution: This feature is no longer available for use and slated for removal. While it may still appear in the user interface, it is no longer supported.

A localized document is a dynamic copy of a document that creates a parent/child relationship. The parent document is the original document, the child document is the localized version.

You can then customize portions of the child document. When updates are done to the parent document, it flows changes through to the child document but leaves the customized portions alone.