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Creating a template

Use the following procedure to create a template from any workspace. You or your team can make a set of templates for different purposes.

Related topics

Working-with-templates

To create a template

  1. In the Workspace Manager, open the workspace that you want to use as a template.
  2. Click Create Template NG_file_template_o_blue.png.

  3. In the Create Template dialog box, enter a template name (up to 50 alphanumeric characters) and, optionally, a template description.The name is not case-sensitive, and it can include spaces, dashes, or underscores. Any leading or trailing spaces will be removed.

    Entering a description can help other users determine whether the template suits their purposes.

  4. Perform one of the following actions to select a folder to contain the template:
    • Click Select folder NW_folder_o.png to choose an existing folder.
    • Click Add new folder NW_folder_plus_circle.png to create a folder as described in Managing-folders.
  5. Click OK.

 

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