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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 'Projects' tab.

Updated this week

  1. Clone Project - To clone a project from selected project template.
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  2. Edit Template Information - To edit the selected project template.
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  3. Edit Access to Template - To edit the access on project template.
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  4. Edit
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    1. Configurable Attributes - To manage configurable attributes in selected project template.
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    2. Form Statuses - To manage form statuses in selected project template.
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    3. File Statuses - To manage file statuses in selected project template.
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    4. Purpose of Issues - To manage purpose of issues in selected project template.
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    5. Distribution Groups - To manage distribution groups in selected project template.
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    6. Apps - To add standard (ready to use) form templates to selected project template.
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    7. App Settings - To edit configuration of existing form types on selected project template and make them active or inactive as and when needed.
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  5. Roles & Users
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    1. User Roles and Access - To define user roles and access in selected project template.
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    2. Role Privileges - To assign privileges based on roles created in selected project template.
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    3. App Permissions - To assign form permissions based on roles created in selected project template.
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    4. Add User - To add users in selected project template.

Next Collection: Project Templates

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