Saving a Project As a Template

After creating a template folder, you can add one or more template files to it. A template is simply an existing file or element of the same type that you are creating (e.g., a project, topic file, target file, snippet file). See About Templates.

You can create templates of entire projects. There are two ways to create a template from an individual file: (1) with the file open and (2) from the Template Manager.

ClosedHow to Save a Project As a Template
  1. Create a project, adding all of the content, elements, and settings that you want to be part of the project.
  2. Select the Project ribbon. In the Save section select Save Project As Template. The Save Project As Template Wizard opens.
  3. In the Template Folder section, select the folder where you want to store the template files.

  4. The Template Name field, enter a name for the new template.

  5. Click Next.

  6. On the next page of the wizard, make sure a check mark is next to each content folder or file that you want to include in the project template. By default, all of the boxes are checked, but you can click in any of the boxes to remove the check marks if necessary.

  7. Click Next.

  8. On the next page of the wizard, make sure a check mark is next to each project folder or file that you want to include in the project template. By default, all of the boxes are checked, but you can click in any of the boxes to remove the check marks if necessary.

  9. Click Finish.