Templates > Menu: Edit

This section describes the 'Edit' menu in the 'Templates' tab.

NOTE:
Please note that this section only describes the menu options at a high-level. For more in-depth explanations, please refer to the appropriate parts of the manual.

Menu: 'Edit' - simple

When a folder is selected, the only options are to delete the folder or to change the folder's properties.

Menu: 'Edit' - extended

After selecting a template (1), more options become available in the 'Edit' menu. Each of them will be introduced below.

NOTE:
Some commands will be introduced in pairs, e.g., "cut & paste" and "copy & paste".

'Edit > Cut & Paste'

The 'Cut' command copies the selected template to a temporary storage. Use the 'Paste' command to move the 'cut' template to the selected folder.

1. In the example above, we 'cut' the template from the folder 'Templates'.
2. We then select our target folder, 'Second Folder', which is currently empty.
3. Clicking 'Edit > Paste' will move the template into this folder.
4. We can see that the folder 'Templates' is now empty because the template has been moved to the other folder.

NOTE:
The template will only disappear from its original location once it has been pasted to a new folder. In other words, nothing happens until the 'paste' command is executed.

'Edit > Copy & Paste'

The 'Copy' command copies the selected template to temporary storage. Use the 'Paste' command to create a copy of the template in the selected folder.

1. In the example above, we 'copy' the template that is in the folder 'Templates'.
2. We then select a target folder, 'Second Folder', which is currently empty.
3. Clicking 'Edit > Paste' will copy the template into this folder.
4. We can see that the original template is still in the folder 'Templates', i.e., the original template has been duplicated.

NOTE:
The name of the copied template will not differ from the original. Only the ID will change.

'Edit > Duplicate'

The 'Duplicate' command duplicates the selected template in the current folder.

NOTE:
The name of the copied template will not differ from the original. Only the ID will change.

'Edit > Delete'

The 'Delete' command deletes the currently selected template(s) or folder.

1. Select a template (or folder) and click 'Edit > Delete'.
2. If you are sure that you wish to delete the selected item, click 'Yes' in the pop-up window.
3. The selected item has now been deleted.

NOTE:
There is no 'undo' option here, so please be certain that you have selected the correct item to delete.

'Edit > Properties' (Folder)

If a folder (1) is selected, the 'Edit > Properties' option will open the 'Folder Details' window.

Using this window, you can rename the folder or assign read/write access permissions to it.

'Edit > Properties' (Template)

If a template (1) is selected, the 'Edit > Properties' option will open the 'Template Details' window.

• Within the 'Properties' tab you can update the name and description for your template.
• The 'Default Version' and 'Default Description' fields allow you to define a name and description that will be assigned to any version document created by this template.
• Furthermore, you have the option to allow the editor to change these default settings, or to start new jobs based on archived (finished) version documents.
• The 'Document' field allows you to change the master document from which the template will create versions or duplicates.
• The 'Mode' can be set to 'Create Version' (i.e. create a version document for the master) or 'Create Duplicate' (i.e. create another master document).
• You can drag workflows into the 'Workflows' tab. When you select a workflow in the 'Workflows' tab, you can add users for whom that workflow will start to the bottom half of this tab.
• The 'Metadata' tab can be used to tag documents with XML code.
• Click 'Save' or 'Apply' to save any changes that you make.