Online Help > Commands > File

Templates

Description

 

Templates are available from the menu File - Templates.

 

File - Templates

File - Templates

 

This allows you to create predefined configuration such as:

 

Create a new session

Quickly connect

Open as a template

 

Templates can be useful if you want to have predefined values when you create a specific entry.

 

This allows you to create predefined templates that are available with the quick connect toolbar or when creating or importing a new session.

 

Settings

 

Simply click on Templates and then click on Add Template to create a new template.

 

Templates - Create a New Template

Templates - Create a New Template

 

You can choose to create a Local templates or a Shared Templates.

 

Select Shared or Local template

Select Shared or Local template

 

 

OPTION

DESCRIPTION

Local Template

Local templates are saved on the local computer and are not available to other users.

Shared Template

Shared templates are saved in the database and can be used by every users.

 

Usage

 

Templates can be used in the following cases:

 

Creating a new entry

 

When creating a new entry, select Template to have access to your previously created template, click on the one you wish to use to create your new entry.

 

Create a new entry - Template

Create a new entry - Template