1. To create a New Template Item, select the New Item button; to create a sub-item, select the lower portion of the button.


2. The Form item option allows you to enter an item name. 


3. When done, click OK button to continue; you have now created a new item for your use.





4. The Advanced folder option allows you to enter, set, and update more options. 


5. Select the Advanced button to open the properties window.


Type - Type of folder.

Other - Other folder properties grouped together for easy reference.

Icon - This is the Icon used to display the folder. 

Item - Properties related to the folder.

Name - This is the descriptive name for the folder.

Audit Trail - Properties related to when the folder was created and when it has been updated.

Created By - Who created the object (this information requires that the User Name be added in the settings under Company.)

Time Stamp - Date and Time the Folder was updated.

Padlock - Allows you to lock and unlock the contents of that row.  Clicking in the lock toggles the setting.

Light Bulb - Indicates whether the row is visible.

Yellow Bulb -  Row visible.

Gray Bulb -  Row not visible.


6. When done, click the OK button to continue; you have now created a new item for your use.