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.


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.


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