Data Management - Templates
Created: April 22, 2019 | Updated: January 09, 2020
| Applies to versions: 19.1, 20.0, 20.1 and 20.2
Now reading version 20.1. For the latest, read: Data Management - Templates for version 21
The Data Management - Templates page of the Preferences dialog
The Data Management - Templates page of the Preferences dialog
Summary
The Data Management – Templates page of the Preferences dialog allows you to set the path to their document template directory.
Access
The Data Management – Templates page is part of the main Preferences dialog that is accessed by clicking the 
control in the upper-right corner of the workspace then selecting the Templates entry under the Data Management folder.
When signed into a managed content server, a green icon (
) appears next to the name of the page in the folder region to denote that the page is under the server's control.
) appears next to the name of the page in the folder region to denote that the page is under the server's control.Options/Controls
- Document Templates
- Template location - click
to open the Browse For Folder dialog to find and set the path to the directory that contains your document templates. To change the location, you must be logged out of the server.
- Template location - click