Template Maintenance

New Templates can be created using the template maintenance window.

Maintenance → Clients → Templates

Please note that many standard templates are also available for download from Receivers and Format Templates.

The Templates window displays a list of all the currently installed Templates.

tasks

Add New Template

add

Click the Add button at the bottom of the template list to add a new Template.

New Client

Adding a new template

The New Template window will appear. Fill in the details.

Note: Entry boxes with an orange border must be completed before continuing. All other details can be filled in later.

If you wish to base your new template on an existing one, check the Copy Client Template box and select an existing template from the dropdown menu. This will create a template with the selected information already entered.

Next

Click the Next button at the bottom left of the screen. This will create the new template. Fill in any other details required. Save your changes before exiting.

Deleting a Template

To delete a template, click on the Template in the list, then Click the Delete button on the bottom left of the Template Maintenance window.

Delete

Templates can often be assigned to a large number of clients, so make certain that the template is not being used before deleting it.

Editing a Template

You can edit a template either by double clicking on it in the list, or by selecting it in the list and then clicking the Edit icon in the lower left of the screen.

Edit

Make the required changes, and then save the template before closing it.

Copying a Template

Select the template you wish to make a copy of, and click the Copy button in the lower left of the screen. This will take you through the same steps as Adding a new template, just with some template details already selected.

Copy

Also see Event Types, for details on Template Chaining.