Altium NEXUS Documentation

Data Management - Templates

Modified by Tiffany Cullen on Dec 15, 2020
All Contents

Parent page: Data Management Preferences


The Data Management - Templates page of the Preferences dialog

Summary

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.  

Access

This Data Management – Templates page is accessed from the Preferences dialog (accessed by clicking the  button in the top right corner of the design space) in the following ways:

When signed in to a managed content server, a green icon () appears next to the name of the page in the folder region to denote that the page is under the server's control.

Options/Controls

  • Templates
    • Templates visibility - use the drop-down menu to specify which local file-based templates and managed server-based templates to display in the Templates section. 
  • Templates - lists the local file-based/server-based templates and the associated revision ID, description, revision state, and note. 
  • Defaults - select to view, edit, or remove any of the default templates that have been specified.  This option is also available from the right-click context menu. 
  • Local Templates Folder - click  to open the Browse For Folder dialog to find and set the path to the directory that contains your document templates. To change the location, you must be logged out of the server.
For a default installation, the Template Location will be: \Users\Public\Documents\Altium\NEXUS\Templates\.
  •  -  use the drop-down menu to choose a new template type to be added, or loaded. This option is also available from the right-click context menu.

  •  - use the pencil icon to open the selected template in the corresponding document type editor. 

  •  - use the trash icon to remove the selected template. This option is also available from the right-click context menu.

Local file-based templates can be migrated to the connected server from the Migrate to Server option on the right-click context menu. Once the migration is complete, the template will be available as a server-based Managed Template of the same name, while the existing local template will be archived as a zip file in its source folder (that shown in the Local Templates Folder field). 

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