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1. Open the View Properties dialog for an existing view that you want to use as a template.
2. Click the Save Template... button.
   

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   • The Save Template dialog loads.
     
     
2. On the Save Template dialog, enter the name of the template in the Name field. You can also enter a Description (optional).
   

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2. Create or select a template category from the Category drop-down list.
   • Each category appears as a tab heading in the Select A Record Template... dialog when selecting a view template.
   • Follow these steps to create a new category for your template:
     
     • Click the New button next to the Category field to open the New Template Category dialog.
     • Enter a name for the new category in the field provided and click OK.
       

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   Note
   The system automatically creates a new Entity Record Template Categories record for the category. This category is available to all users by default. See the Pending Changes of the Administration Services chapter of

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1. the Aptify Administration Guide

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1. for more information on Entity Record Template Categories.

2. Click OK.