Templates Dialog Fields and Buttons

You use this dialog to create template folders, save the current view as a template, and apply a template to the current view. You access this dialog by clicking the button at the bottom of the Quotes page.

Field	Description
Template folders	The tree structure at the top of the dialog displays the hierarchy of folders that contain templates from which you can choose, or into which you can insert additional folders and/or templates that you create.
Add Folder	Click to create a folder within the selected folder hierarchy.
Modify	Click to change the name of a selected folder or template.
Delete	Click to delete a selected folder or template.
	Click to save the current quote view as a template within the selected folder.
	Click to close the Templates dialog.
	Click to apply the selected template to the current view. You are prompted to append or replace. Choose Append to add the template's content to the current view; choose Replace to replace the current view with the template's content.