• Document Library
  • Creating a Document Library
  • Adding Documents and Templates to the Document Library
  • Inserting a Document or Template From the Document Library

Inserting a Document or Template From the Document Library

Once you have created a Document Library containing documents, you can insert these documents into your client file.

1. On the Home ribbon, click From Library.

   

2. Complete the fields of the dialog. See Document Library Dialog for more information.
3. Click OK.

Results

You have added a document from the Document Library.

Note: You can also add a document from the Document Library by right clicking in the Document Manager and selecting New | From Document Library

Related Topics

• Document Manager