Editing a Template

To edit a template

To edit a template

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

  2. Click the name of the template you want to edit on the Templates page or click anywhere on the row, and then click clip0003.

  3. Make the necessary changes. For details about how to change template parameters refer to Adding a Template  topic.

  4. Click the Rights tab to assign template to user groups, roles or users. They can then apply the templates to exported documents.

  5. Click Save. The system saves the modified template to the database and displays the updated Templates page, if the operation is completed successfully.

To view and restore template revisions

To view and restore template revisions

You can view or restore template revisions any time using the Revisions tab.

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

  2. Click the name of the template file you want to restore a revision for or click anywhere on its row, and then click .

  3. On the displayed page, select the Revisions tab.

  4. Choose the revision to be restored, and then click the corresponding Restore icon .

  5. A prompt displays. Click Ok to proceed.

The restored revision occupies the latest entry in the list of revisions in the Revisions tab.

To delete a template revision

To delete a template revision

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

  2. Click the name of the template file you want to delete a revision for or click anywhere on its row, and then click .

  3. On the displayed page, select the Revisions tab.

  4. Choose which revision to delete by clicking anywhere on its row, and then click the Delete button found at the end of the row or on the top left-hand side of the Revisions page.

  5. A prompt displays. Click Delete to proceed with the deletion.

To assign template to user groups, roles, or users

To assign template to user groups, roles, or users

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

  2. Select the template you want to edit on the Templates page. Click the name of the template you want to edit or click anywhere on the row, and then click .

  3. Click the Rights tab. For more information, see Assigning Template Access Rights.