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Template titles

Using Titles with your XpressDox templates

Assigning titles to your templates presents a cleaner interface to users. When they are looking at a list of templates, instead of seeing the template names including the .xdtpx extension they can see a friendlier name. This may also be the case if your template name is not as descriptive as your users would need them to. Giving titles provides a good way of keeping your template names short, but giving your users a better interface for finding templates.

 

How do I give my template a title?

Desktop:

When saving a template in the Desktop application you can assign a title. This functionality does require you to use the XpressDox explorer, but if you do not wish to do so then you can use the Web method explained later.

 

On the XpressDox ribbon, click Save Template.

Titles in your XpressDox templates

 

Supply a file name (NDA.xdtpx) and a Title (Non-Disclosure Agreement) as pictured above. When using the XpressDox explorer, toggle between Template titles and file names here:

 

Titles in your XpressDox templates

 

XpressDox Web:

Upload your template to the web. Click Show Titles to toggle between Template titles and file names. When Show Titles is “On”, any templates which do not have titles will display the file name. The NDA which was saved with a template title is displaying as “Non-Disclosure Agreement” as shown below:

 

Display template titles instead of file names in your XpressDox web instance

 

If the template was not saved with a title in the Desktop an Account or File Administrator can rename the file and assign it a title here.

Hover over the row of the template you’d like to change. Click on the 3 dots to call up the context menu and then click Rename.

Display template titles instead of file names in your XpressDox web instance

 

Now provide, or change, the title of template.

Display template titles instead of file names in your XpressDox web instance