Saving a Room as a Template

Overview

Besides creating a new template from scratch, you can also create a template based on an existing room. Only users that can create rooms are able to save a room as a template.

Getting There

On a room, just select the option "Save Room as Template" under Manage Room menu.

When accessed through a template, the option is called "Copy Template" instead.

The following wizard will be displayed:

As when a room is created, Template Name and Matter ID are mandatory.  By default, these fields are populated with the room's information, but can be modified.  

The rest of the options can also be redefined or customized before saving.

General Settings

• Time Zone
• Client
• Matter Id
• Require 2nd Level Approval to Invite Users
• Upload files with same filename and folder path as a new version
• Inherit Room Role For Second Level Folder
• Require NDA: even when this value is checked, NDA cannot be edited
• Expire User After Inactive X Days
• ND Threshold
• Turn off Room Alerts and Emails: this setting is Not shown when saving the room as template but its value is carried over to the new template created
• Room Settings to copy to the new template: the ones checked will be copied, the rest ignored
  • Tags and Codes (code hot keys are also copied)
  • Groups
  • Users
  • Folder Structure and Documents
  • Lists and List Items (attachments are included)
• Automatic Document Deletion

Watermark Settings

• • Apply to all folders
  • User email
  • Current Date
  • Free Text (multiline)
  • Advanced Settings: font color, size and transparency

Processing Settings

• • OCR Engines and Languages
  • Processing Settings
  • E-Discovery Mode
  • E-Discovery Settings

To complete the creation just click on "Save As Template" button.