Configure templates in PSIsafe Management
To configure templates, go to in PSIsafe Desktop Management. Then, perform the following actions.
-
To add a new template, click
Add.
To change an existing template, select the template in question and click Edit.
To delete a selected template, click Delete.
When you add a new template, the configuration screen appears.
- Template details.
-
Click
Next to proceed to the
next step.
The Managers\Extensions screen opens.
- Associate managers, extensions, and forms.
-
Click
Next to proceed to the
next step.
The Document Indexes screen opens.
- Set up document indexes.
-
Click
Next to proceed to the
next step.
The Options screen opens.
- Set up template options.
-
Click
Next to proceed to the
next step.
The Summary screen opens.
-
Review the summary of the naming template. Click
Finish to save the new or
edited template.
To revert the changes to the template, click Cancel.
To move back through the template settings to make changes, click Previous.
Advanced template functions
To set restriction, security, retention, and refresh naming templates to a selected number of templates at one time, click Advanced at the bottom of the Templates screen.