Setting Properties for a Template Object

  1. Open the Template Editor.
  2. Select the template object of which to set the properties.
  3. In the Details window, set any of the properties in the following property categories:
    • General– Edit the name and add an optional description.
    • Notes – Add and view notes associated with the select template object.
    • Discussion – Add and view discussions.
    • Events/History – View and undo changes made to the selected template object.
    Note: The Details window for each template object also contains a property category specific to the template object type. For more information, see the topics related to setting the properties of a specific template object type.