The following best practices apply to your use of author templates:
- Create a new template using the menu in the Editor. Do not copy and rename a .udt file. The copy process renames the file but does not modify the template's unique identifier. A document is linked to a template via the template identifier, not the template name.
- After creating a .udt file, do not rename the file via Microsoft Windows Explorer as this may cause an author to have multiple template files with the same identifier.
Creating a New Author Template
- From the Editor, select .
- Complete the following fields:
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Field
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Description
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File name
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Enter a name for the new template.
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Type
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Select Template from the drop-down list.
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Template
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Select a template from which you would like to create a new template.
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- Click OK.
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NOTE:
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Refer to the following subsections for more information on customizing the template.
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Opening a Template
- From the Editor, select .
- Select the template you want to open.
- Optionally, select Lock template for editing.
- Click OK.
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NOTE:
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The standard author template delivered with the product cannot be opened in the Editor.
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Managing Local Templates
- Select
- Click Manage Local Templates on the left pane.
- Perform any of the following options:
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If You Want To
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Then
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Import a template
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- Click Import....
- Navigate to the template and click Open.
- Click OK.
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Export a template
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- Select a template from the list.
- Click Export....
- Navigate to the location to which to export the template.
- Enter a name for the template.
- Click Save.
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Remove a template
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- Create a backup of the template file prior to deleting the template.
NOTE: Any existing documents created with the deleted template cannot be opened after the template is deleted.
- Select the template you want to delete.
- Click Remove.
- Click Yes.
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