The Save Card dialog box lets you save file, item, folder, template, and search cards.
- The process for saving file, item, and folder cards is similar. The inheritance of data card layouts differs slightly.
- Saved template cards are available on the Template Cards page of the template wizard when you create a template. See Creating Templates.
- You must assign each search card to users or groups before they can use it.
To save a folder, file, or item card:
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Click Save
or .
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In the Save Card dialog box:
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Navigate to the location to save the card.
All item folders are under the Items root folder.
- Type a Card Name.
- Select the card type.
- For file cards, verify or type the extensions to associate with the card.
Separate extensions with semicolons. Do not use periods.
- Click Save.
The data card is saved. In the card list, file cards are displayed with the list of file extensions specified in the
Extensions list.