• To create a New Template Item, select the New Item button; to create a sub-item, select the lower portion of the button.
• The Form item option allows you to enter an item name.

• When done, click OK button to continue; you have now created a new item for your use.

• The Advanced folder option allows you to enter, set, and update more options.
• Select the Advanced button to open the properties window.
  • Type - Type of folder.
  • Other - Other folder properties grouped together for easy reference.
  • Icon - This is the Icon used to display the folder.
  • Item - Properties related to the folder.
  • Name - This is the descriptive name for the folder.
  • Audit Trail - Properties related to when the folder was created and when it has been updated.
  • Created By - Who created the object (this information requires that the User Name be added in the settings under Company.)
  • Time Stamp - Date and Time the Folder was updated.
  • Padlock - Allows you to lock and unlock the contents of that row. Clicking in the lock toggles the setting.
  • Light Bulb - Indicates whether the row is visible.
    • Yellow Bulb - Row visible.
    • Gray Bulb - Row not visible.
• When done, click the OK button to continue; you have now created a new item for your use.

New Folder or Sub Folder

New Area or Sub Item

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