Create Linked Document Templates

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 context menu option. The following dialog displays.

ResourceView-NewDocumentTemplate

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 context 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.

Note:

You can transport these linked document templates between models, using the Export Reference Data and Import Reference Data options on the Tools menu.