Using Template Actions

Templates move through three states—Published, Unpublished, and Archived—and the available actions for templates change based on the template’s state.

Actions Available by State

In Published Template:

Available actions: Duplicate, Manage tags, Assign trades, Copy to My Clipboard, Unpublish, Archive.

In Unpublished Template:

Available actions: Duplicate, Manage tags, Assign trades, Publish, Archive, Delete.

In Archived Template:

Available actions: Unarchive, Delete

Template Action Descriptions and Steps

Duplicate

• Creates a new template by copying an existing template without changing the original.
• Steps:
  • Select a template.
  • Click Actions → Duplicate.
  • Enter a new name, then click Duplicate.

Manage tags

• Assigns tags to templates for filtering and search.
• Steps:
  • Select one or more templates.
  • Click Actions → Manage tags.
  • Choose tags (optional: use Search).
  • Click Save.

Assign trades

• Links templates to specific trades for document automation and creating quicker trade specific documents.
• Steps:
  • Select a template.
  • Click Actions → Assign trades.
  • Select trades (optional: use Search).
  • Click Save.

Copy to My Clipboard

• Saves templates to user’s clipboardfor quick reuse.
• Steps:
  • Select one or more templates.
  • Click Actions → Copy to My Clipboard.
  • Click Yes to confirm.

Publish

• Publishes the template for general use.
• Steps:
  • Select one or more templates.
  • Click Actions → Publish.
  • Click Yes to confirm.
• Note: Requires an ACTIVE revision.

Unpublish

• Removes a template from Published list and template is no longer available for general use.
• Steps:
  • Select one or more templates.
  • Click Actions → Unpublish.
  • Click Yes.

Archive

• Moves a template out of active use while keeping it stored.
• Steps:
  • Select one or more templates.
  • Click Actions → Archive.
  • Click Yes.

Unarchive

• Restores an archived template to Unpublished for further edits and general use.
• Steps:
  • Select one or more templates.
  • Click Actions → Unarchive.
  • Click Yes.

Delete

• Permanently removes a template.
• Steps:
  • Select a template.
  • Click Actions → Delete.
  • Type Delete, then click Yes.

⚠️ Notes

• ACTIVE templates cannot be deleted.
• Deleted templates cannot be recovered.

BP-052