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How do I create and edit a new category for my templates?

Administrators can add, edit and delete custom template categories as needed, and organize their templates within these categories.

 

 

To create a new template category:

  1. From the Application menu, select Organization.
  2. Click Manage Template Categories.

    Note: You can also access the Template Categories Manager when publishing a new template by selecting the ... next to the category options.

  3. Input the new category name into the Add field at the bottom of the manager window.
  4. Click the Add button.


To edit a template category:

  1. From the Application menu, select Organization.
  2. Click Manage Template Categories.

    Note: You can also access the Template Categories Manager when publishing a new template by selecting the ... next to the category options.

  3. Locate the category you wish to edit. Note that you can Filter the list to also display disabled categories.
  4. Once you've located the item, simply edit the text within the field. The changes will be saved automatically.

 

To disable or enable a category:

  1. From the Application menu, select Organization.
  2. Click Manage Template Categories.

    Note: You can also access the Template Categories Manager when publishing a new template by selecting the ... next to the category options.

  3. Locate the category you wish to edit. Note that you can Filter the list to also display disabled categories.
  4. If the category is enabled, a button to disable will be displayed next to it. To disable the category, click the Disable button.
  5. If the category is disabled, you'll need to ensure that you've filtered the list to include disabled items (see step 3). Disabled items have a button to enable displayed next to them. Click the Enable button to enable the category.

 

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