Right Click Options on a Project Template

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

Updated over a week ago

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

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

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

  4. Edit

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

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

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

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

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

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

    7. App Settings - To edit configuration of existing form types on 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 selected project template.

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

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

    4. User Invitations - To send user invitations in selected project template.


Next Collection: Project Templates


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