How Do I Customize Templates Filing System?

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Use the Preferences > Documents > Template screen to organize your template files. You can change the folder location of templates and add new folders. You can also add your own templates. Template specific settings such as restricting who can use a template and limiting the number of times a template can be used per project are available.

Organize Template Filing System

Do the following to customize the template filing system:

  1. Select Preferences from the master drop-down list.

  2. Open the Documents folder and click Template.

  3. Add folders to create a file storage structure to suit your firm's needs by doing one of the following:

  1. Click a folder or template to display its details in the Template Details section. You can change the name of a file or folder. For a template entry, you can add descriptive detail and test or change the attached file. In addition you can, configure settings to control who can use the file and how many times the file can be used. See Preferences > Documents-Template for more details on the available options that can be set up.

Add a New Template File

Do the following to add a new template file:

  1. Select Preferences from the master drop-down list.

  2. Open the Documents folder and click Template.

  3. Select a folder to which the file will be added.

  4. Click Add New Template File .

  5. Browse to and select the file to be added. The file displays in the selected folder and its details display in the Template Details section.

  6. Edit the files descriptive detail and configurations as needed. See Preferences > Documents-Template for more details on the available options that can be set up.