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Templating a DaFIS Document

Before You Start . . .

Step-by-Step . . .


1 Locate the document that you want to template, either from your In Box or on the Document Search Screen.
2 Open the document.
3 From the menu bar select the Workflow option.
4 Select Template from the drop-down menu.
5 Make any changes that are necessary on your new document.
6 Press OK to route the new document for approval.
7 Click Quit on the original document.






Please consider the environment before you print this web page.
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