Clicking on the 'File' menu offers you some menu options.

NOTE:
The options available will differ depending on if a folder is currently selected or not.

With the 'New Folder' command, you can create a new folder and assign folder access permissions.

NOTE:
The folder needs to be created with the 'Apply' (or 'Save') button before the 'Permissions' tab becomes active.

Here you can see the 'New Template' window.

Within the 'Properties' tab, there are the following fields:

• Name: The display name of the template.
• Tags: The search tags for the template, which can be searched for in the 'Search' bar at the top of the window.
• Description: The description displayed for the template.
• Default Version: The default name of any document created using this template. If this is left blank, then the version name will also be blank.
• Default Description: The default description that will be assigned to any document created using this template.
• Allow template-starter to change default values: Permit the user who clicks 'start' for this template to change the default version and description.
• Allow template-starter to use finished versions as source: Permit the user who clicks 'start' to use one of their previously-completed jobs from this template as the basis for their new job.
• Document: Click here to choose the master document for your template.
• Mode: 'Create Version' will create a version document in whatever project is chosen under 'Document' and assign a workflow to it. 'Duplicate Document' will create a new master document in a chosen folder and assign a workflow to it.

NOTE:
There are variable values permitted in both the 'Default Version' and 'Default Description' fields:

• User Name: The name of the user who starts a job from this template.
• User Contact: The email address of the user who starts a job from this template.
• User ID: The ID of the user who starts a job from this template.
• User Domain: The login domain of the user who starts a job from this template.
• Template ID: The ID of this template.
• Template Name: The name of this template.
• Document ID: The ID of the document referenced by the template.
• Document Name: The name of the document referenced by the template.
• Document Version: The version text of the document referenced by the template.

NOTE:
The 'Workflows' tab will not be active until the template has been created (by pressing either the 'Save' or 'Apply' buttons).

The 'Metadata' tab allows you to add XML metadata to a document. This metadata can then be seen and used via API calls, e.g., when integrating with another system.