TEMPLATE MAINTENANCE 
NOTE: To maintain record templates, you must be authorized for function 275 (Create templates) and/or 276 (Update templates) and/or 277 (Delete templates).
The steps for creating templates are similar to those used in creating records in Millennium - you can use many of the same features when creating templates as when creating records.
You can create new record templates for all Millennium record types. When you create a template, it is added to the list of Other Templates. All users have access to the template.
To create a new record template in Settings, use any of the following methods:
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Click on the New button in the Templates window. For additional information, refer to the Innovative Guide and Reference, Page # 105676: Creating Record Templates
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Copy an existing template by using the following steps:
1. Select a template and click on Edit button, or right click and choose Edit Template:
2. Select Edit|Copy Template
For additional information, refer to the Innovative Guide and Reference, Page # 105676:Copying a Template
| It is also possible to save an existing record as a template using the record editor. For additional information, refer to the Innovative Guide and Reference, Page # 105679: Saving a Record as a Template
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To modify a template, highlight one of the existing entries in the Preferred or Other Templates columns and click on the Edit button, or right click and choose Edit Template. For additional information, refer to the Innovative Guide and Reference, Page # 105676: Editing Record Templates
To remove a template, highlight one of the existing entries in the Preferred or Other Templates columns and click on the Delete button, or right click and choose Delete Template. For additional information, refer to the Innovative Guide and Reference, Page # 105677 Deleting Record Templates
To display a template, highlight one of the existing entries in the Preferred or Other Templates columns and click on the View button, or right click and choose View Template.
  
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