File template

You can manage file templates through Settings > General > File template.

Tip For a more in-depth introduction to creating and using file templates, see this tutorial: How to use File templates

View file templates

File templates are shown directly in the File template page.

Find file template

1. Click column header for Name or others

2. Type value to search for

Tip To read about how to search more effectively, read here: Search help

Add a new file template

1. Click "+ Create file template"

2. Set Name and Entity type along with additional details

3. Click "Save"

Edit file template

1. Click "Edit"-icon

2. Modify the file template details

3. Click "Save"

Copy file template

1. Click "Copy file template"-icon

2. Set Name

3. Click "Copy"

Bulk copy file templates

1. Select the file templates you want to copy

2. Set Name for each

3. Click "Copy" for each

File templates are copied and named in the order they were selected

Delete file template

1. Click "Delete"-icon

2. Confirm deletion

Bulk delete file templates

1. Select the file templates you want to delete

2. Click "Delete file templates"-icon

3. Confirm deletion

Swap to grid view

Click "Grid"-icon or use the keyboard shortcut ctrl+shift+g

Swap to table view

Click "Table"-icon or use the keyboard shortcut ctrl+shift+h

Manage columns

1. Click "Manage columns"-icon or use the keyboard shortcut ctrl+shift+c

2. Manage columns

3. Click "Update columns"