- Templates
Use templates to automate the creation of new files and folder structures in Enterprise PDM. For example, a template can create a project structure, automatically name the folders, and provide information for the project data cards.
- Creating Templates
Use the New Template wizard to create new templates that are available to users when they right-click in File Explorer and click New.
- Editing Templates
Use the Edit Template wizard, which contains the same options as the New Template wizard, to edit existing templates.
- Creating New Templates by Copying and Pasting
You can copy an existing template as a starting point for creating a new template.
- Deleting Templates
You can delete templates that you no longer want users to run.