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Right Click Options on a Project Template
Right Click Options on a Project Template

This article helps you understand available right-click options on a project template in the 'Projects' tab.

Updated over 2 weeks ago

  1. Clone Project - To clone a project from the selected project template.

  2. Edit Template Information - To edit the selected project template.

  3. Edit Access to Template - To edit access on the selected project template.

  4. Edit

    1. Configurable Attributes - To manage configurable attributes in the selected project template.

    2. Form Statuses - To manage form statuses in the selected project template.

    3. File Statuses - To manage file statuses in the selected project template.

    4. Purpose of Issues - To manage the purpose of issues in the selected project template.

    5. Distribution Groups - To manage distribution groups in the selected project template.

    6. Apps - To add standard (ready-to-use) form templates to the selected project template.

    7. App Settings - To edit the configuration of existing form types on the selected project template and make them active or inactive as and when needed.

  5. Roles & Users

    1. User Roles and Access - To define user roles and access in the selected project template.

    2. Role Privileges - To assign privileges based on roles created in the selected project template.

    3. App Permissions - To assign form permissions based on roles created in the selected project template.

    4. Add User - To add users in the selected project template.


Next Collection: Project Templates


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