Folder for personal templates

Question:     

Where should the Personal Templates folder be located when using the .templates method? Also what is the proper naming convention for the folder? "Personal Template" or "Personal Templates"

 

Answer:

Milestones users can designate any folder as a personal templates folder.  By default, personal templates will be saved to the user's Documents folder.

To designate another folder as your personal templates folder:

  1. Use Windows Explorer to create a folder you would like to use (if you do not already have one.)

  2. On the Tools tab, choose Folders.

  3. The Options dialog box is displayed, offering a list of folders which can be changed.

  4. For Personal Templates, choose Browse.

  5. Choose the folder you created in #1.  

 

 

 

 


 

 

Related topics

Templates

Save file as chart or template?

Charts (Milestones Help)

Templates (Milestones Help)

 

 

 

 

 

 

 

 

Applies to Milestones Professional:      2017        2019         2021         2023         2025

 

   

   

   

   

 

 

 

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