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This tab contains a listing of all template groups. Template groups are used primarily when you Generate a document, where they are displayed as folders containing templates, to make it easier to find the particular template from which to create a document. The list of groups is in the form of a table, with columns for the name of the group and the criteria by which templates are automatically assigned to the group. There is also a column containing, in each row, a pencil icon for editing the row, and an X icon for deleting the row (there will be a confirmation message first to avoid accidental deletion). Above the table is a button allowing you to create a new template group.
Clicking the pencil icon in a row will bring up a panel allowing you to change the group's name and the criteria by which templates are assigned to the group. Clicking the Create Template Group button will bring up the same panel, with the contents blank. Templates are assigned to the groups based on their names; you can choose the text that must be in a template name to assign it to the group, and whether that text must begin the name, end the name, or simply appear somewhere in the name. Click Update to save the changes or Cancel to discard them and close the panel.
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Clicking the pencil icon in a row will bring up a panel allowing you to change the bundle's name and whether the bundle is marked archived. Bundles cannot be deleted outright, but marking a bundle archived removes it from the document generation page. The panel also contains a double-list that you can use to add or remove templates to from the bundle. Once you have added are satisfied that the bundle contains all the templates you want in the bundleit, click Update to save the bundle. Clicking the Create Template Bundle button will bring up the same panel, with the contents blank.
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