Organizing process and document type templates in groups

Use the below procedures to create groups for your process templates and document type templates, organize the templates within the groups, or delete templates or groups.

To create a new group

1. Using the XBOUND Management Center, open a console containing the Process Designer.

2. In the right pane, click the Templates tab.

3. Click the New Group button ().

4. Type a name for the group and click OK.

To move a template to another group

1. Right-click a template and select Move template to > (Name of group).

   Tip: To edit a description, right-click a template and select Change description.

To delete templates or groups of templates

1. Right-click the item and select Delete.

Tip: To find out which process was used to create the template, right-click a template and select Preview. In the title of the dialog, the name of the original process is shown in parentheses.

Related topics

Using templates while configuring processes

Configuring an XBOUND process: Overview

Processes: Overview

Setting up XBOUND: Overview