You can you manage the document templates for activities using the Document Templates page. You can create, edit, and delete document templates and assign document templates to activities. It is not required that you use document templates. The relationship between the file and the document template you use to create the file is not saved. If you change a document template, resources must manually update their files with the updated document template.
You can create document templates for resources, and resources can add these document templates to activities. You must ensure that each template file is in the appropriate format for the required application.
Use the template file's Actions pull-down to manage the document template.
Note: See the Common Features and Personal Options User Guide for more information.
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