Parent page: Accessing, Defining & Managing System Preferences
The Data Management – Templates page of the Preferences dialog allows you to specify the default templates used for new projects and documents and allows you to specify the path for the document template directory.
This Data Management – Templates page is accessed in the following ways:
Schematic Templatestype) in the Server Folders section then select the Open Template Settings link in the Item grid.
This tab lists the local file-based/Workspace-based templates and the associated Name, Revision ID, Description, Revision State (see note below), Note, and Default. Workspace-based templates and local file-based templates are listed under the <Workspace> and Local regions, respectively, in the grid.
– use the drop-down menu to choose a new template type to be added or loaded. Templates are created and edited in their corresponding document type editor.
– use to open the selected template in the corresponding document type editor.
– use to delete the selected template. Templates can be removed in batches using multi-selection. You will be prompted to confirm the deletion before it is finalized.
The following options are available when an entry is right-clicked.
Set as Default – use to set the selected entry as your default. Once set, the chosen template will reflect My Default in the Default column.
Download – use to download the currently selected template and save it to another location using the Choose destination folder dialog.
Use this tab to manage, edit, or remove any of the default templates that have been specified. This tab allows you to contain your desired templates in one location. Workspace-based and local file-based templates are separated within the Document Type column. The Template Location column shows the location of the file and Workspace location of each default template.
– use the icon to revoke the selected template as a default. This template will still appear on the Templates tab.
The following controls are available on both the Templates and Defaults tabs.