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User manual for d.3one and d.velop documents
Search documentation Ctrl K Working with widgets in the dashboard
Find contents using properties and categories
Finding contents using keywords
Things to know about searching
Things to know about searching using facets
Things to know about search operators and wildcard characters
Concluding the processing of a document
Update properties
Changing the category of an item
Displaying an item in the associated dossier
Displaying documents during editing
Automatic saving of documents in dossiers
Editing a document in a local file
Editing documents
Editing documents in an Office application
Creating a new dossier
Creating a new search template
Creating a new version of a document with alteration text
Exporting the properties of several items
Finding items using figures in specific ranges
Customizing the color theme
Manual saving of items in dossiers
Saving files with the “Storage” feature
Saving items using a template
Merging documents into a PDF file
Creating a storage template
Working with workflows and documents
Selecting other languages
Watching events in search templates
Watching events related to an item
Directly printing PDF documents in the browser
Direct closure of the storage dialog after saving a document
Creating a template for creating dossiers
Configuring notification settings
Finding items using the calendar function
Working on Office documents collaboratively
Adding and modifying visual annotations and images in PDF documents
Adding and modifying comments in PDF documents
Quickly marking list entries in PDF documents
Saving a search template under a different name
Saving an existing storage template under a different name
Saving a search history item as search template
Saving a search operation as a favorite in the browser
Sharing storage templates
Sharing search templates in the team
Applying property values when saving several documents
Managing e-mail notification settings
Loading all contents of a dossier entirely
How do I group the results in the table view?
How do I sort the results using several properties in the table view?
Things to know about date fields in the “Storage” feature
Things to know about short forms for dates
Things to know about the federated search with Windows Explorer (OpenSearch)
Things to know about searching with relative dates
Things to know about searching for specific numerical value ranges
Things to know about keyboard control in the table view
Collaborating using commented PDF documents
Compiling thematic lists for documents and dossiers
How do I delete search templates?
Can I double-save an item?
Can I watch a video?
Can I hide comments in a PDF document?
Why do the facets change time and again?
Why does it take so long to download a document?
Why can I not collect all items in a PDF file?
Why can I not see the context action “Combine into PDF file”?
Why are certain categories shown to me first when storing?
What do the icons of the context actions mean?
What do the numbers next to the properties mean?
What does the plus sign on the “Notes” perspective mean?
What does the plus sign mean beside a figure in the properties?
What is the process portal?
What is a perspective of an item?
What is a context action?
What is a saved search operation?
What are general and advanced properties and categories?
What do the icons mean for the file formats?
Which placeholders are there for search, e.g. inexact search, empty values, either-or search?
How do I change the title and storage location of a search template?
How do I determine time periods in the past dynamically for a search?
How do I determine time periods in the future dynamically for a search?
How do I disable watched events for a single item?
How do I create a new dossier in “search templates”?
How do I find the dossiers in which an item is found?
How do I find items with a date in the past or future from the perspective of “today”?
How do I get to another d.3 repository?
How can I prevent the printing of headers and footers in the browser?
How can I prevent being asked to log in repeatedly?
How do I copy the d.3 notes for an item?
How do I empty the search history?
How do I delete an item?
How do I navigate through dossiers?
How do I sort the results in the list view?
Why is the document not shown to me?
How do I always start the search with the same search criteria?
Is the electronic signature checked when displaying?
What is the purpose of search templates?
What is the purpose of the document status?
How do I display fewer properties for a document?
What is the purpose of the “Tasks and Messages” feature?
What is the purpose of the “Personal area” feature?
How do I save the column sequence in the table view?
How do I change the view of the results list?
What happens when filtering the properties in the table view?
How do I group the results in the table view?
Why do I see neither icons or lettering for functions in the table view in IBM Notes?
What is a generated document?
Why is the document shown in PDF format, even though the document is a Word file?
What is the purpose of storage templates?
How do I delete a storage template?
Where can I find my templates and lists?
Where can I find my favorites?
Why are my Microsoft Office templates saved as documents?
How do I activate d.3one functions in Microsoft Office?
What is the purpose of keywords in the properties of a document?
How do I store Microsoft Office documents in dossiers?
How do I create a document using a Microsoft Word template?
How do I store a local Microsoft Office document in different d.3 categories?
How do I store Microsoft Office documents in a d.3 repository?
How do I export the properties for the contents of a dossier?
How do I link a document to a dossier?
How do I remove documents from a dossier?
Where can I find the list of documents to be linked?
Where can I define my own settings for functions?
Which media and file formats can I display?
How do I group, sort or filter results by multi-value property in the table view?
Can I group, filter or sort by a keyword function and use a column function for a multi-value property at the same time?
User manual for d.3one and d.velop documents
Search documentation Ctrl K Working with widgets in the dashboard
Find contents using properties and categories
Finding contents using keywords
Things to know about searching
Things to know about searching using facets
Things to know about search operators and wildcard characters
Concluding the processing of a document
Update properties
Changing the category of an item
Displaying an item in the associated dossier
Displaying documents during editing
Automatic saving of documents in dossiers
Editing a document in a local file
Editing documents
Editing documents in an Office application
Creating a new dossier
Creating a new search template
Creating a new version of a document with alteration text
Exporting the properties of several items
Finding items using figures in specific ranges
Customizing the color theme
Manual saving of items in dossiers
Saving files with the “Storage” feature
Saving items using a template
Merging documents into a PDF file
Creating a storage template
Working with workflows and documents
Selecting other languages
Watching events in search templates
Watching events related to an item
Directly printing PDF documents in the browser
Direct closure of the storage dialog after saving a document
Creating a template for creating dossiers
Configuring notification settings
Finding items using the calendar function
Working on Office documents collaboratively
Adding and modifying visual annotations and images in PDF documents
Adding and modifying comments in PDF documents
Quickly marking list entries in PDF documents
Saving a search template under a different name
Saving an existing storage template under a different name
Saving a search history item as search template
Saving a search operation as a favorite in the browser
Sharing storage templates
Sharing search templates in the team
Applying property values when saving several documents
Managing e-mail notification settings
Loading all contents of a dossier entirely
How do I group the results in the table view?
How do I sort the results using several properties in the table view?
Things to know about date fields in the “Storage” feature
Things to know about short forms for dates
Things to know about the federated search with Windows Explorer (OpenSearch)
Things to know about searching with relative dates
Things to know about searching for specific numerical value ranges
Things to know about keyboard control in the table view
Collaborating using commented PDF documents
Compiling thematic lists for documents and dossiers
How do I delete search templates?
Can I double-save an item?
Can I watch a video?
Can I hide comments in a PDF document?
Why do the facets change time and again?
Why does it take so long to download a document?
Why can I not collect all items in a PDF file?
Why can I not see the context action “Combine into PDF file”?
Why are certain categories shown to me first when storing?
What do the icons of the context actions mean?
What do the numbers next to the properties mean?
What does the plus sign on the “Notes” perspective mean?
What does the plus sign mean beside a figure in the properties?
What is the process portal?
What is a perspective of an item?
What is a context action?
What is a saved search operation?
What are general and advanced properties and categories?
What do the icons mean for the file formats?
Which placeholders are there for search, e.g. inexact search, empty values, either-or search?
How do I change the title and storage location of a search template?
How do I determine time periods in the past dynamically for a search?
How do I determine time periods in the future dynamically for a search?
How do I disable watched events for a single item?
How do I create a new dossier in “search templates”?
How do I find the dossiers in which an item is found?
How do I find items with a date in the past or future from the perspective of “today”?
How do I get to another d.3 repository?
How can I prevent the printing of headers and footers in the browser?
How can I prevent being asked to log in repeatedly?
How do I copy the d.3 notes for an item?
How do I empty the search history?
How do I delete an item?
How do I navigate through dossiers?
How do I sort the results in the list view?
Why is the document not shown to me?
How do I always start the search with the same search criteria?
Is the electronic signature checked when displaying?
What is the purpose of search templates?
What is the purpose of the document status?
How do I display fewer properties for a document?
What is the purpose of the “Tasks and Messages” feature?
What is the purpose of the “Personal area” feature?
How do I save the column sequence in the table view?
How do I change the view of the results list?
What happens when filtering the properties in the table view?
How do I group the results in the table view?
Why do I see neither icons or lettering for functions in the table view in IBM Notes?
What is a generated document?
Why is the document shown in PDF format, even though the document is a Word file?
What is the purpose of storage templates?
How do I delete a storage template?
Where can I find my templates and lists?
Where can I find my favorites?
Why are my Microsoft Office templates saved as documents?
How do I activate d.3one functions in Microsoft Office?
What is the purpose of keywords in the properties of a document?
How do I store Microsoft Office documents in dossiers?
How do I create a document using a Microsoft Word template?
How do I store a local Microsoft Office document in different d.3 categories?
How do I store Microsoft Office documents in a d.3 repository?
How do I export the properties for the contents of a dossier?
How do I link a document to a dossier?
How do I remove documents from a dossier?
Where can I find the list of documents to be linked?
Where can I define my own settings for functions?
Which media and file formats can I display?
How do I group, sort or filter results by multi-value property in the table view?
Can I group, filter or sort by a keyword function and use a column function for a multi-value property at the same time?
Open Documentation Menu
Creating a template for creating dossiers
If you are a member of the dossier creation group, you can save and manage complex dossier creation operations as templates for dossier creation in the Dossier creation feature.
Let's suppose, you often create project dossiers for the same project. In this case, it is worth creating a template for the dossier creation.
This is how it works
Select the feature Dossier creation.
Define the criteria which should be contained in your template for dossier creation.
Click on the asterisk symbol to save the criteria as a template.
Specify a title in Save as template with which the template for dossier creation should be saved.
Select the Create action to save the template.