Once a template has been uploaded to the Template Library, the system provides several options for managing and working with the template. Below is a simple explanation of each option.
From the Action menu of each template, you can:
Steps:
- Log in to the system.
- From the Template Library.
- Locate the template you want to manage.
- Click on Action and select the available options accordingly.
1. Edit Template
This option allows you to make changes to the details or settings of an existing template.
2. View Template
This option allows you to open and review the template that has been uploaded to the system.
3. View Sample File
This option allows you to view a sample of how the template will appear when used. This helps you confirm that the template is working as expected.
4. View Placeholders
This option allows you to see the placeholders or parameters available in the template.
5. Rename Template
This option allows you to change the name of an existing template without replacing the template file.
6. Manage Observers
This option allows you to manage the users who are assigned as observers of the template.
7. Manage Tags
This option allows you to add or manage tags associated with a template. Tags make it easier to categorize, organize and search for templates in the Template Library.
8. Replace Template
This option allows you to replace the existing template file with an updated version while retaining the template's existing record.
9. Download Template (DOCX)
This option allows you to download the template in Microsoft Word (DOCX) format.
10. Download Template (PDF)
This option allows you to download the template in PDF format.
11. Delete Template
This option allows you to permanently remove a template from the Template Library.