Add a Template - User Guide

To add a template:

Open the Equip Tree drop-down menu.

Navigate to the desired floor, equip, or point.

Select Save Template.
The Backup the Following Records window is displayed. All items are selected by default.

Select APPLY.
The Confirm window is displayed.

Select YES to confirm the download.
The file is downloaded to your desktop and saved as a template.

Select the Refresh button in the Available Trees menu.

Open the Templates tree drop-down menu.
The new template is displayed.