Operations
Purpose | Operation | Action | ||
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Add new export template |
| Upload a word export template. Templates added here can be selected when performing export in the Tree. We have added the option to limit the template options the user can select in a Project Tree, to do this, set the “Project“ field to specific projects. The supported extensions are the following:
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Edit Export Template | Click on the pencil icon to edit the details of the template. | |||
Delete Export Template | Click on the trash icon to remove the template. | |||
Enable/Disable Export Template | Click on
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Edit export template |
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Delete export template |
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Enable/disable export template |
When disabled, the template is not selectable during the cannot be selected for export. |