Create and copy a template

You can create a template to save time when cataloguing.

Create a template

  1. Open a new record and enter data.

  2. Go to Edit > Save Record as Template.

  3. Under Save Template For, select either Current session only or Permanent use and click OK.

  4. If you select Permanent use, Portfolio will open. Choose a folder, enter a record name, and click OK.

  5. You can either continue editing the record and click Save, or close the record without saving.

Note: Some fields can’t be added to templates, including Accession Number, Procedural Status, Member Objects, Status History, Update History, Location fields, Linked Activities, and Diary Tasks.

Copy all the data from a template

  1. Open a new record.

  2. Go to Edit > Select/Maintain Template.

  3. In Portfolio, double-click the template you want to use.

  4. Go to Edit > Paste Record from Template. All the data from the template will appear in your record.

Copy a field from a template

  1. Open the record you want to paste into, or open a new record.

  2. Go to Edit > Select/Maintain Template.

  3. In Portfolio, double-click the template you want to use.

  4. Click into the field you want to copy from the template.

  5. Go to Edit > Paste Field from Template. The data from the field will appear in your record.

Edit a template

  1. Open a blank record.

  2. Go to Edit > Select/Maintain Template.

  3. In Portfolio, select the template you want to edit, and click OK.

  4. Go to Edit > Paste Template from Record.

  5. Edit the record.

  6. Go to Edit > Save Record as Template.

  7. Select Permanent use as the save option.

  8. Select the original template in Portfolio and click OK.

  9. Click Yes when asked if you want to overwrite the template.