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Default document tamplate

kornelk72

Hi there!

My question is: can I set the document templates to default or not for document type?

If I have many templates for one document type - M-Files set default template to the last template which i created before.

I want to set default template permanently. Is this possible?

Thank any information about it.

Best regards:

Kornél

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    With the classic M-Files Desktop you can set the default template for a class with the following registry setting on the client computer. This needs to be distributed for instance with GPO if you want the same setting for all users, there's currently no centralized management for this configuration option.

    Registry Key: HKEY_CURRENT_USER\Software\Motive\M-Files\<mfiles_version>\Client\Common\<vault_name>\DefaultTemplates
    Value name: Class<id_class>
    Value type: REG_DWORD (DWORD 32-bit Value)
    Value data: Template document's ID (dec)

    Another approach would be to create a common view Templates (filter "Is template = Yes") which enables users to easily select the template they want and start creating a new document from it. This view can be grouped by class if there are a lot of templates and users can also pin their favorite templates for easy access.

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