Saving a Template

You can save the template by following the steps below.

• The Save Options form can be displayed by clicking on the Save icon on the Ribbon.
  
• There are three options available when saving a template:
  
• Local File – This allows you to create an '.hbt' file (These are the files that can be loaded with the Load button on the Templates Form). This option is available to all users.

• Current Project - This will save the template so it appears on the Templates Form but will only be accessible for this project. If this option is selected, then the template is saved within the OpenGround Cloud database. This option is only available to users with System Administrator or Project Manager status for the selected project.
• Configuration Pack - This will save the template, so it appears on the Templates Form for all projects that have used the selected configuration pack. If this option is selected, then the template is saved within the OpenGround Cloud database. This option is only available to users with System Administrator access. You can only save a Template to the selected Projects Configuration Pack.
• If Current Project or Configuration Pack is selected, then a name will need to be given to the template.
• Click Save to save the template

Once a template has been completed, it can then be closed by pressing the Close button. Once closed the Templates Form will be displayed to allow for selection of a new template.

If the same Template is loaded from the Templates menu and you wish to save it again after making any changes you will only be able to save back into the Configuration Pack

You should keep Log names Unique when saving.