Templates

You create templates for OrgPlus Enterprise using OrgPlus Desktop software (Standard or Professional) or the OrgPlus Enterprise Modeler. When creating a template, you can enhance the template by adding conditional formats, groups, formulas, profiles, and directories. You also have full control over the formats of each field.

You can upload a template into OrgPlus Enterprise in OrgPlus 6, 7, or 8 formats, as well as saving OPX files in those formats. Templates downloaded from OrgPlus Enterprise will be in the OrgPlus 8 file format.

Please refer to the OrgPlus Desktop User Guide for more information about templates and the other topics under Advanced Features in OrgPlus Enterprise, listed below.

See Also

• Conditional Formatting

• Formulas

• Chart Rules

• Pictures in Boxes

• Multi-Record Boxes

• Hotspots

• Duplicate Record Handling

• Field Formats

• Titles and Pictures

• Portal Integration