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Word or Excel Connector / Create a New Document From Template

Enables user to create a new document from a document/template located in MAGIQ Documents, and save the newly generated document to MAGIQ Documents.

  • Open word or excel

  • Select Create document from Template from the Document tab of the MAGIQ Documents panel.

    create document from template

  • Navigate through the structure to access the document or template.

  • Select the document or template.

  • Click next button

Document/template or spread sheet/template opens.

The MAGIQ Documents panel displays the Document tab

  • Select Save current document to MAGIQ from the Document tab to continue registration process.

See Also