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Marking a study object as a template

  1. Do one of the following:
  2. In the Project Explorer, right-click a study project, study, or study object, and select Set Advanced Options.

    The Advanced Options dialog box appears.

  3. Select Mark as Template, and click OK.

    Note: You cannot mark a project as a template if it contains hidden studies, which are studies on which you are not a team member.

  4. (Not for study project templates and study templates) Optionally, to make the template available for others to use, right-click the template, and select Publish. Only published study objects appear in the search results for the library in which they are created.

    Note: Study project templates and study templates are available to be used by default.

After creating or modifying a template, you must do the following to make your changes available:

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