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Manage the automation templates

  1. Click [Tools] - [Automation templates] - [Automation template catalog].

  2. Select an automation template. Either:

    Action

    Description

    Rename

    1. Click [Rename].

    2. Type a name and a description for the automation template.

      • Enable the [Add to pick list] option to add the template to the [Pick list]. The [Pick list] is a subset of the [Automation template catalog]. You can apply a template to a document without having to open the [Automation template catalog].

    Delete

    1. Click [Delete].

    Add to pick list

    Click the slider in front of the name of the automation template. When the slider displays a checkmark, the automation template is added to the pick list. When the slider displays a cross, the automation template is removed from the pick list.

    You can also do:

    1. Click [Rename].

    2. Enable the [Add to pick list] option to add the template to the [Pick list]. The [Pick list] is a subset of the [Automation template catalog]. You can apply a template to a document without having to open the [Automation template catalog].

  3. Click [OK].