Moving Templates - 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/Moving-Templates - 2023-12-11

Release of Information (Unity)
Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

Templates can be moved between template groups.

To move a template:

  1. Click Control Panel.
  2. On the Templates tab, expand a template group.
  3. Select a template.
  4. Click Move Template:

    The Move Template dialog box is displayed:

  5. To filter the list, type the name of the desired template group. The list is filtered as you type.
    Tip:

    You can type any part of the template group name to yield results. For example, if you are searching for HR - Letters, you can type letter to display any template group names containing letter.

  6. Select the template group that the template should be moved to.
  7. Click OK to move the template or click Cancel to keep the template in its original template group.