Add to Templates

 

 

Links/ Videos:

 

 

This command allows you to define the active project as project in the list of project templates.

 

Creation Stages / Use:

 

  1. Select Others > Add to Templates... from the popup menu on the project.

  2. Select the location of the template (My Templates or Company Templates). My templates can only be accessed by the user that created them. Company templates can be accessed by all users.

  3. Add a folder if necessary with the popup menu on My Templates or Company Templates.

  4. Validate.

 

 

  • When a project is added to the templates, its entire contents (folders, documents, etc.) will be copied when creating a new project that uses this template.

  • The new project created from a template is completely independent, that is, if the template changes (modified, deleted), the project created from it will not change.

 

 

Another way to create a project template is to open My Project Templates or Company Project Templates and use the Add Project Template popup command.

 

 

Modifications / Additional information: