Copy a Template
Copy a Template: Quick Steps
- Choose 'File|Open|Template'
- Select and open the appropriate Entity folder
- Select and open the appropriate existing template
- Save the existing template as a new file: choose 'File|Save As'
- Give the new template an explanatory name, always beginning with the name of the Entity, e.g., Expression template.Audio
- Customize your new template
Copy a Template: Detailed Steps
If you want to create a new template based on a previous template that has aspects that you would like to copy, then you should start from that existing template instead of from a default template.
Choose 'File|Open|Template'
Select the appropriate template folder and click <Open> (or double-click on the folder)
Select the appropriate template to copy and click <Open> (or double-click on the filename)
Immediately use 'File|Save As' to save the existing template as a new file to prevent inadvertantly changing the existing template:
Give the new file an explanatory name—always beginning with the name of the Entity and “template” (e.g., Manifestation template.LP); you could also include the name of the copied template, to group similar templates.
You can use customized templates to add constant data to records for a particular type of entity, e.g., large print data for all large print manifesations; or to a particular batch of records, e.g., manifestation records sharing the same publisher.