Create or Edit a Template or Template Profile

Home > selected Project > menu or right-click > Settings > Export Fields or Load File Import > (New Template) or Edit

Requires Project - Export Fields - Add/Edit Permissions or Load File Import - Add/Edit Permissions

Home > selected Organization > Settings > eDiscovery Templates > Organization template type > (New Template) or Edit

Note: Requires Organization - template type - Add/Edit Permissions

Home > selected Organization > menu or right-click > Settings >System Settings tab > Templates > selected Template type (New Template) or Edit

Home > selected Organization > menu or right-click > Settings >System Settings tab > Templates > Template Profiles (New Template) or Edit

Requires System User with a System-level Role and Permissions

Note: For 5.2.5.x or later, all new templates for Index Settings and Billing Reports will be for Parsing Library Version V2.

Users in a role with the appropriate permissions can create a template within the category of templates you selected. Once you create a template, you can select it and then tailor it to suit your needs. You may want to examine the default templates for certain types of templates before specifying your own. From eDiscovery, most template types are created and edited at the Organization level (or System level), but two template types are created and edited at the Project level as well: Export Fields and Load File Import.

Use the Edit option for a given template to change the basic properties of a template you selected. You may want to change the name, or control whether or not a template is the default (if you have templates other than the default).

Note: Templates and Template Profiles can also be defined at the System level using the System Settings tab, for System Users with a System-level role and the appropriate permissions. System-level templates and Template Profiles must be created and selected, but cannot be set as a default template. If System templates are available and you have the appropriate permissions, you have the option to choose a System template during Project creation instead of using the default Organization templates. See Add and Use Templates for more information about using Organization templates.

Options

• Name The unique name of an item. For many items, the name can have up to 100 characters. Some items, such as a Connector name, can have up to 255 characters. An Excluded Content Block name is limited to 32 characters. (required) – Assign a unique (within a template group) name to the new or edited template. The name must be unique and is subject to validation upon creation or edit. The name can include alphanumeric characters, spaces between characters in the name (leading and trailing spaces are ignored), and some supported characters (such as a hyphen, underscore, and apostrophe). During validation, the software will also allow characters from foreign languages (for example, Korean characters). However, the following characters are not supported for these names and will generate an error message indicating that your entry contains invalid characters:

! " # $ % & * + . / : ; < = > ? @ [ \ ] ^ { | } ~ “ ”

• Description — Optional text that briefly describes the purpose of this template.
• Click OK when you are ready to commit the operation, or Cancel to cancel the operation.

Note: For a given template at the Organization or Project level, you can select the Select Set As Default option, which marks the selected template as the default template. This is not available for the Default template of a given type, or for any other template already set as the Default. It is not available for System Templates. It is also not available for Template Profiles.