Help Word Templates Custom - Copy-Fast

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Create Custom Templates

Once you have created a custom folder, you can add as many custom templates to it as you like.

Here's how...

Step

Instruction

From the Templates pane click the My Template tab.

In the My Template Folders list, select the folder you want to add a template to.

Now you need to select the template you want to add to the library.

From the My Template Files section click the Folder button.

Enter a Display Name. This is the name that will appear in the templates list.

Enter a Description. This will appear in the template preview.

Click the Add New template button to add this template to the selected folder.

Click the Save button.

Your template has now been saved to the selected folder.

Tip

When you add custom templates to the library, Copy-Fast adds a copy of your template, not the original.

The same is true if you delete a template from the library. Copy-Fast deletes the copy, not your original template.

Delete Custom Templates

You can easily delete unwanted custom templates after you have added them to the library.

Step

Instruction

From the Templates pane click the My Template tab.

In the My Template Folders list, select the template you want to delete.

Click the Delete button.

Copy-Fast flags the selected phrase for deletion with a red cross.

Remember, the template won’t be deleted until you click Save.

Tip

If you didn’t mean to flag the template for deletion, simply click the delete icon again to remove the red cross.

Click the Save button.

Your template has now been deleted.