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howto:copytemplate [2015/12/23 09:18] (current)
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 +====== How to: Copy a Template ======
 +
 +===== Quick Steps =====
 +
 +  *Choose 'File | Open | Template'
 +  *Select and open the appropriate Entity folder
 +  *Select and open the appropriate existing template
 +  *Save the existing template as a new file: choose 'File | Save As'
 +  *Give the new template an explanatory name, always beginning with the name of the Entity, e.g., Expression template.Audio
 +  *[[howto:customizetemplate|Customize your new template]]
 +
 +===== Detailed Steps =====
 +
 +
 +If you want to create a new template based on a previous template that has aspects that you would like to copy, then you should start from that existing template instead of from a default template.
 +
 +  * Choose 'File | Open | Template'
 +
 +Select the appropriate template folder and click <Open> (or double-click on the folder)
 +
 +Select the appropriate template to copy and click <Open> (or double-click on the filename) 
 +
 +Immediately use 'File | Save As' to save the existing template as a new file to prevent inadvertently changing the existing template: 
 +
 +
 +Give the new file an explanatory  name. We recommend that you always begin with the name of the Entity and "template" (e.g., Manifestation template.LP); you could also include the name of the copied template, to group similar templates.
 +
 +See [[howto:customizetemplate|customized templates]] for instructions on how to add constant data to records for a particular type of entity, e.g., large print data for all large print manifestations; or to a particular batch of records, e.g., manifestation records sharing the same publisher.
 +
 +
 +
  
howto/copytemplate.txt ยท Last modified: 2015/12/23 09:18 (external edit)
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