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Master Templates - Link Template to Project Types

Linking a Template to a Project Type allows you to use that template for specific Project Types - e.g. Linking a Presentation Template to the Sales Presentation Project Types will allow you to use that Presentation in a Sales Presentation Project.

You can edit the properties of an existing template to make it available for other project types.

1) Locate the Template in the Template Management Tab.
2) Click on the Actions drop-down and select Edit Properties.

3) Edit the Template’s project type to associate it with the relevant Project Type(s). (Multi select by holding down the control key as you select your items.)

4) Click Save.


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