Configuring Template Options - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Configuring-Templates/Template-Groups-and-Templates/Configuring-Template-Options - 2023-12-11

Release of Information (Unity)

Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

Once a template is created, there are additional options in the Template Options pane to configure. These settings are enforced when a document is created using the template.

To configure template options:

  1. Click Template Options.
  2. The Template Options pane is displayed:
  3. Select the edit hyperlink in one of the following areas of the Template Options pane:

    Area

    Description

    General

    Click to edit general template settings.

    See General Settings for more information.

    File Format

    Click to edit file format settings.

    See File Format Settings for more information.

    Email

    Click to edit e-mail settings.

    See Email Settings for more information.

    Scripting

    Click to edit scripting settings.

    See Scripting Settings for more information.

    Security

    Click to edit security settings.

    See Security Settings for more information.

  4. After you have finished configuring template options, click Save Template to save the configured Template Options.