Categorizing a Print Template

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Permissions Required

Edit Print Template - To modify Print Templates.

To Categorize a Print Template from the Table View

1.   Select the required Print Template from your Workspace's Print Template Table View.

2.   From the Print Template menu, select Categorize.

- OR -

Right-click the Print Template and select Categorize from the shortcut menu.

The Categorize dialog box is displayed.

3.  Select the Team to which the required Category belongs.

Categories created for the selected Team are listed in the Categorize as list.

4.  Select the required Category.

5.  Click OK.

To Categorize a Print Template from the Print Template Window

1.  Open the required Print Template.

2.  Click the Categories tab.

In the Teams list, the Teams to which you have access are listed.

3.  Select the required Team.

The Categories associated with the selected Team are listed.

4.  Select the required Category.

5.  From the File menu, select Save.

- OR -

Click .

6.  From the File menu, select Close.