Create Linked Document Templates

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Linked Document templates can be created via the Resources window.

ResourceView-Linked Document Templates

Under the Templates folder, right-click on the Linked Document Templates icon and click on the Create Template menu option. The following dialog displays.


Enter a name for your template, or select a previously-created template. Click on the OK button.

You can group your templates into folders. Right-click on your newly created template and select the Assign Template to Group menu option. Enter a category name and click on the OK button.

You can also modify and delete the templates using the context menu options.

See Also