Online Help > Commands > File

Templates

Description

 

Templates are useful to have predefined values when creating an entry. Use templates to:

 

Add preconfigured entries

Use with the Quick connect feature

Open entries as a template

Create an import wizard

Create password templates

 

To access and manage templates, navigate to File – Templates.

 

It's possible to create local and database templates.

 

Local templates are saved in the Remote Desktop Manager configuration file. They are available only to the current user of the machine.

Database templates are saved in the database. They are available to all users of the data source.

 

This allows for creating predefined templates available to use with the quick connect feature or when creating or importing a entries.

 

By default, standard users cannot create or manage templates. To allow users to create or manage templates, the permission must be granted to users using the Management section of the Data source permissions (System Permissions).

In Advanced Data Sources , local templates are disabled by default. They can be enabled from the Data Source Settings (System Settings).

 

File – Templates

File – Templates

 

Availability

 

When creating a template, its availability can be specified in the properties.

 

Template properties – Template Settings

Template properties – Template Settings

 

Usage

 

Templates can be used in the following cases:

 

Create a new entry

By default, when creating an entry of a type that has templates configured for, the user is prompted for a template to use. This behavior can be modified in the Data Source Settings (System Settings).

 

Select a template

Select a template

 

The template can be selected before creating the entry as well. Simply use the Template section of the Add New Entry window.

 

Add New Entry – Template

Add New Entry – Template

Run a Quick Connect session

Templates can be used with the Quick Connect feature. For example, the same template can be used to connect to different hosts.

 

Quick Connect

Quick Connect

Import wizard

The import session wizard uses a template for the imported sessions.

 

Import Session Csv Wizard

Import Session Csv Wizard