Create or Update a Template

A template lets you preserve project settings and and apply them to any of your projects. Once created, templates are immediately available to all projects.

In a multi-user installation, a list of all templates that have been created is maintained in the admin panel. Registered admin users can edit and manage templates from there.

Once you enter a project, the current display settings can be:

  • Saved in a new template.

  • Used to update an existing template.

Create a template

To create a template:

  1. Open the Project panel and Data tab.

  2. Click Create Template.

    03 03 01 TemplateCreate

  3. Enter a Template Name and brief Template Description

    03 03 02 TemplateDesc

  4. Click Create Template.

    The template name immediately appears in the Edit Project dialog’s Apply/Reapply Template menu.

    03 03 03 TemplateMenu

Update a template

To update a template:

  1. Open the Project panel and Data tab.

  2. Click Create Template.

  3. Click the name of an existing template to update it with the current project settings.

    03 03 04 TemplateUpdate
    You can edit the template name (but not the description). This will create a new template.

  4. Click Update Template.

    The updated template is immediately available in the Edit Project dialog’s Apply/Reapply Template menu.