Creating a New Flow Sheet Template

Creating a New Flow Sheet in the Docuplate Manager

To create a new Flow Sheet Docuplate:

  1. Open the Docuplates window by click on the Docuplates Docked Tab or by pressing F6 on the keyboard

New Docuplate

New Docuplate

Once the Docuplate Manager opens, Click the New Docuplate Button (or Press Ctrl + Alt + N). The Docuplate Information dialog box will open. Give the new Flow Sheet Docuplate a Shortcut, a short Description, and a few relevant Keywords. Click OK. A new Flow Sheet will be created in the Docuplate Manager.

Insert Flow Sheet Item

Insert Flow Sheet Item

To insert Flow Sheet Items for a new Flow Sheet, Click the Insert Flow Sheet Items Button (or Press Ctrl + Alt + I). This will open the Add Flow Sheet Items dialog box.

Select the Flow Sheet Item to add by Clicking on it, and then Click Add. The selected Flow Sheet Item will be added to the new Flow Sheet.