Creating a New MDF/PMF Template

If you do not want all future templates and repositories to inherit your changes, you can create a new template from the default template. This will maintain the configuration of the default template.

1. From the SmartSolve Portal Page, click the Home tab at the top of the window.
2. In the Document Management section of the list, select File Repository Template and Configuration.
   Result: A list of the available templates is displayed.

3. Click one of the default templates.
   Result: The template is displayed. The folder structure of the repository template is displayed on the left in the repository tree and can be modified and increased up to five levels. The following example is using the MDF Repository-{|ProductCode|}-EU template.

4. Click the Save As button.
5. Enter a name for the new repository template and click OK.Click OK.
   Result: The new repository template is displayed. The folder structure of the repository template is displayed on the left in the repository tree and can be modified and increased up to five levels.
6. The following actions are used to manage the folders in the repository tree:

Action	Instruction
Add a New Folder	Click the folder in the tree under which you want to add a sub folder. Click the icon. Result: A new sub folder is displayed under the selected folder. Click the new sub folder to rename it.
Copy a Folder	Copying a folder saves time when building your folders. For example, once you edit the first folder and set up the search and sort parameters, click the icon to copy the folder. The search and sort parameters will be copied to the new folder. Click the name of new folder to rename it.
Rename a Folder	Click the name of the folder that you want to rename and then click it again so it can be edited. Enter the new names.
Move a Folder	Move folders by dragging and then dropping them in their new locations.
Delete a Folder	Highlight the folder to be removed and then click the icon.

7. Configure the search columns, sort order, export options and distribution.
8. Click Save.
   Result: The template has been configured and saved.

See Also

Accessing the MDF/PMF Repository Templates

Editing a Default MDF/PMF Template

Creating an MDF/PMF Repository

Accessing an Inworks MDF/PMF Repository