How can I customize template categories?

How can I customize template categories?

Requirements

To customize template categories in timeSensor LEGAL 365, you need the add-in C03 Template and Text Module Management.

If this add-in is not included in your subscription, our consulting team will be happy to assist you with the implementation of the desired modifications or with the booking.

Change template category of an existing template

  1. Navigate to the list of templates. You can access this, for example, via the small plus symbol at the bottom left in the draft tab of the case folder or the dossier.
  2. Select the template whose category you want to modify.
  3. Click at the bottom left on the action menu and select Edit.
  4. At the top of the edit window, you see the currently assigned template category.
  5. Select the desired category from the list and save your changes.

Create new template category

If the desired category is not yet available, you can create it directly:

  1. Open the template as described above via Edit.
  2. Click at the very bottom of the edit window on the Change... button.
  3. Add the desired new default value or new category and save the change.
  4. After creating the new category, return to the template and select the newly created category from the choice list.

  5. Then save the template.



Note

Das Anlegen einer neuen Vorlagenkategorie fügt diese lediglich der Auswahlliste hinzu. Die neue Kategorie wird nicht automatisch der aktuell bearbeiteten Vorlage zugewiesen und muss nach dem Erstellen ausdrücklich ausgewählt werden.



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