Create Linked Document Templates

Topics:

Topic

Detail

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Usage

Under the Templates folder, right-click on the Linked Document Templates icon and click on the Create Template context menu option.

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.

Edit Linked Document Templates

Notes:

  • You can transport these linked document templates between models, using the Export Reference Data and Import Reference Data options

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