Overview
The print template library is where template records are managed after they exist. It helps the business keep output organized by document type and access level.
Where To Find It
Path: Printing > Print Template List
Use the template list when reviewing available templates, loading a new template, opening an existing one, or setting permissions.
How It Works
QBM shows the templates in a filterable list and allows users to open, design, load, delete, or secure them depending on permissions. Each template is linked to a document type.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Template list | Shows the available templates grouped or filtered for review. | Use it when locating the right template for a document type. |
| Open and design actions | Lets authorized users open the template or move into template design. | Use it when a template must be reviewed or changed. |
| Permissions | Controls who can access or manage a template. | Use it when template access should be limited to specific users or roles. |
Recommended Workflow
- Open the print template list and locate the document type you are reviewing.
- Open the existing template to confirm it is the correct one.
- Load a new template only when the business needs an additional layout or replacement.
- Use template permissions when access should be restricted.
- Test the template through a real document after major changes.
Best Practice
- Use clear template names so users can identify the right output quickly.
- Do not keep many nearly identical templates unless the business genuinely needs them.
- Control permissions on important templates so accidental changes are reduced.