Adding a Template

To add a template

  1. On the Navigation Tree, click Server Library, and select Templates.

  2. On the displayed page, click the Add icon clip0002.

  3. Enter the name of a new template in the Name field.

  4. Enter template description if necessary in the Description filed.

  5. Select template type from the drop-down list in the Type field.

  6. Click the Browse button to locate the template file.

  7. Enter any comments if necessary in the Comment field.

  8. Assign the template to a new or existing folder in the Assign to Folders field. To add the template to a new folder, click Create New Folder.

  9. To save changes, click Save.
    The system saves the new template to the database and displays the updated Templates page, if the operation is completed successfully.

  10. To reset the recent changes, click the Clear button.

  11. To cancel the operation and return to the Templates page, click the Cancel button.

To upload a template

  1. On the Navigation Tree, click Server Library and select Templates.

  2. Click Upload Templates on the Templates page.

  3. Click Add Files to browse to a template file or drag and drop template file in the Drop files here area.

  4. To save a template, click Save.
    The system saves the new template to the database and displays the updated Templates page, if the operation is completed successfully.

  5. To reset the recent changes, click the Clear button.

  6. To cancel the operation and return to the Templates page, click the Cancel button.

 

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