Template Tools (Enterprise)

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Choosing Tools () gives you access to three actions.

 

enterprisePortal.Templates.Tools.jpg

Tools Dialog

TemplateTools.png 

View PDF
Clicking this option will open a copy of the PDF background of your template.

 

Export
Choosing this option will save a zip file version of your template that includes the PDF, field settings and related option lists. It is recommended that you export your template before you make a lot of changes.  This can be used to keep multiple versions of your template in case you make a mistake and have to revert back.

 

Duplicate
Selecting this option will open a dialog with the source template filled.  Enter a New Template Name and click on the Duplicate button. 

The duplicated template will now be displayed in the Templates List.

enterprisePortal.Templates.DuplicateList.jpg

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