Online Help > Commands > File

Templates

Description

 

Templates allow you to create predefined configuration available such as:

 

Create a new entry

Quickly connect

Open as a template

Create an import wizard

 

Templates can be useful to have predefined values when creating a specific entry. It's possible to create Local templates and/or Shared templates.

 

Templates are available in the options dialog or via the menu File - Templates - Templates.

 

This allows you to create predefined templates available with the quick connect toolbar or when creating or importing a new session.

 

File - Templates

File - Templates

 

Settings

 

Local Templates

 

Local templates are saved on the local computer and are not available to other users.

 

Local Templates

Local Templates

 

Shared Template

 

Shared templates are saved in the database and can be accessed by all users.

 

Shared Templates

Shared Templates

Usage

 

The template can be when creating a new entry.

 

Add New Entry

Add New Entry