9.1 Use the Personal Templates

Personal Templates lists the notebook templates that you have created.

You can perform the following tasks:
  • View selected templates in read-only mode.

  • Create new notebooks from selected templates.

  • Edit selected templates.

  • Share selected notebook templates in Shared Templates.

  • Delete selected notebook templates.

9.1.1 Create Notebooks from Templates

You can create new notebooks from an existing template, and store them in Personal Templates for later use.

You must select a notebook template.
To create a new notebook from a template:
  1. On the Personal Templates page, select the template based on which you want to create the notebook, and click New Notebook.
    The Create Notebook dialog box opens.
  2. In the Name field, provide a name for the notebook.
  3. In the Comments field, enter comments, if any.
  4. In the Project field, select the project in which you want to save your notebook.
  5. In the Connection field, the default connection is selected.
  6. Click OK.
The notebook is created, and is available on the Notebooks page.

9.1.2 Share Notebook Templates

You can share templates from Personal Templates. You can also share templates for editing.

To share a template:
  1. Select the notebook template in Personal Templates and click Share.
    The Save to Shared Templates dialog box opens.
  2. In the Name field, enter a new name for the template.
  3. In the Comments field, provide comments, if any.
  4. In the Tags field, enter tags separated by commas. To enable easy searching, use descriptive tags.
  5. Click OK.
Once the template is successfully created and shared, a message appears stating that the template is created in Shared.

9.1.3 Edit Notebook Templates Settings

You can modify the settings of an existing notebook template in Personal Templates.

To edit notebook template settings:
  1. Select the notebook template in Personal Templates and click Edit Settings.
    The Edit Template dialog box opens.
  2. In the Name field, edit the name, as applicable.
  3. In the Comments field, edit the comments, if any.
  4. In the Tags field, edit the tags, as applicable.
  5. Click OK.