User's Manual

Table Of Contents
Working with Templates
Template Management 11-9
Figure 11-3 Save As Dialog Box
2. Click the Name field and enter a new name for this Template.
3. Optional. Click the Description field and enter a description.
4. Optional. Click the Participants field and Add or Remove participants (sharing to a set of participants:
users or groups), as necessary.
5. Select a Permissions option; for each user, you can assign permissions, and by default, they can be
read-only:
Delete is available for a specific user.
Update is available for a specific user.
6. Click the Keep existing history details check box to carry the existing notes to the new Template.
Deselect the check box to clear all existing notes. The default is for the check box to be enabled.