By Alan Wheat, Senior Product Manager.
Working from a template when you create a PDF binder saves you time and effort and ensures you’re generating the same, professional-looking binder as everyone else in your organization. Templates are especially useful for creating standard documents you use regularly – such as Closing Books or Family Court bundles in the legal industry.
A PDF binder template can include a standard Cover Page, Table of Contents, folder structure, Watermarks, Numbering Set, and Security Settings. These templates can be saved to a company server, so they’re accessible to everyone. Or, if your template needs to look a little different, you can save a separate version locally.
Typically, the pdfDocs Administrator will pre-configure the PDF binder templates needed, so users can just choose the template from the list, add the relevant files, rename, or reorder, edit the Cover Page, and press Make Binder. When you create a binder from an existing template, the original isn’t impacted by any change you make to the binder in the current Project, ensuring it’s still available for others to use.
Follow the steps below to create your next Binder Project from a template.
Create a Binder Project from a Template
1. In pdfDocs, go to the File menu. Press New > Binder> Binder Project from Template
2. Enter a name for this Binder Project
3. Choose your template:
a. If the template is administered through a central location, then choose from Server Template
b. If the template is administered locally (as below) > press Browse and navigate to your template directory
4. Press Create Project
A new empty Binder Project opens with default files and folders per the selected Binder Project template (.BDRT file).
Create a new PDF binder template
1. In pdfDocs, go to the File menu. Press New > Binder > Binder Template
2. Add the following details for your new Binder Template:
a. Enter a name
b. In Location, leave the default entry or press Browse to navigate to another location
The default location for Binder Project templates is C:\...\My Documents\My Binder templates.
c. Press Create Project
A new empty Binder Project opens as a .BDRT template file.
3. Add documents and folders that need to always be in the Template, and rename and re-arrange them as needed
4. Set the output options
5. Close the Project, and press Yes when prompted to confirm you want to save the changes
Create consistent looking PDF binders
Ensure PDF binders are consistent across your team, department, or the entire organization. Work from pre-set templates when you need to create standard documents you use regularly - like Closing Books or Family Court bundles - and save hours.