Templates Dialog

Add a file to the Template list. Once added to the Template list, the file can be used as a template. It can also be edited, copied, packaged, repackaged, or patched.

You can use the dialog that is displayed to locate a file with an extension of .ac or.ac_ to add as a template. Clear the Copy across underlying cvdata on CaseView documents option if you do not want this data copied. Learn more...

Uninstall

Uninstall the highlighted template. >>How Do I?

Remove

Remove the highlighted template. The file is not physically deleted from where it is located. Only the name is removed from being displayed on the Templates dialog.

Note: Only files that have been added as templates, via the Add button, may be removed.

Closes the current file and opens the highlighted template for editing.

This option allows firms to create/maintain a master template with customized settings or content. Modified templates can then be redistributed to users. Refer to Working with Template Files for more information.

Makes a copy of the currently selected template at a specified location and immediately registers the new template. By default, the new template will have a filename of ‘Copy of xxx (the old template filename)’. The name and location of the copy can be modified in the dialog that is displayed.

Select to display the following template properties: name, file type, location, size, content, and version of Working Papers associated with the template.

Click to run the Template Packager wizard. The wizard will walk you through the process of creating a single compressed file, called a Template Package (.cwp), that will contain all of the required files. When a Template Package file is subsequently launched, it will install a full template on a user's workstation.

Click Make Patch when you want to create and distribute small updates to existing templates. The Template Packager Wizard launches and guides you through the steps to create an update patch.

When creating a patch, the Wizard gathers only updated external files, such as scripts and stylesheet files, and compresses them into a single file (.cwp). It does not include the full template file. As such, the full template must be previously installed for the patch to install.

Icons for existing templates are displayed.

You can change the icon that appears for templates. >>How Do I?