Document template navigator

The document template navigator contains folders and views for templates. It is available in the Create document from window and in the Document templates window of the Desktop Client.

Only one single document template navigator can be saved as public navigator by users who have been granted the rights to do so.

Functions for the document template navigator

CAS genesisWorld contains default templates. They can be found in the respective view of the document template navigator. If the default templates are not available in your document template navigator, please do as described in the following:

In the document templates navigator you will find the Default templates view containing: Internet address, Short note, Form letter and E-mail campaign templates.

How to

Right-click on the navigator to open the shortcut menu and then select Navigator > Open.

The "Open saved navigator" dialog box opens. Here you will see a list of all navigators that have been saved in the database and to which you have access.

Alternatively, right-click on the navigator and select Navigator > Open from file.

The "Open saved navigator" dialog box opens on the Profiles folder. This is the folder in which all navigators are saved by default, unless you have specified another folder.

In this dialog box you can also select another navigator file from another folder.

After you have, for example, created, changed, deleted or moved views, you should save the navigator.

Right-click on the navigator to open the shortcut menu and then select Navigator > Save.

The currently loaded navigator will then be saved in the database.

Right-click on the navigator to open the shortcut menu and then select Navigator > Save as.

The Save navigator as dialog box opens. Enter the name you wish to save the navigator as in the database.

When you change a navigator and then close the corresponding window or CAS genesisWorld, a warning message will appear. Click Yes to save the navigator.

You can import a whole navigator or a subfolder of a navigator as a file.

Program, link and document template navigators have different file name extensions.

GPR is the file name extension for the program navigator.
GLI is the file name extension for the link navigator.
GDT is the file name extension for the document template navigator.

You will only be able to open, import and export GPR, GLI and GDT files in CAS genesisWorld if your administrator has given you the necessary rights.

By default, all navigators are stored in the ..\CAS genesisWorld\Client\Profiles folder. You can change this path.

The dashboard is not imported with the program navigator.

Right-click on the navigator pane and select Navigator > Import.
The file selection box opens. Select the GPR, GLI or GDT file you wish to import.

You will see the files you are able to import to the open navigator.

You can export either a whole navigator or a subfolder as a file. This file can be imported again. This is how you share navigators with other colleagues.

Program, link and document template navigators have different file name extensions.

GPR is the file name extension for the program navigator.
GLI is the file name extension for the link navigator.
GDT is the file name extension for the document template navigator.

You will only be able to open, import and export GPR, GLI and GDT files in CAS genesisWorld if your administrator has given you the necessary rights.

By default, all navigators are stored in the ..\CAS genesisWorld\Client\Profiles folder. You can change this path.

The dashboard is not exported with the program navigator.

Right-click on the navigator to open the shortcut menu and select Navigator > Export.
A dialog box will open, prompting you to export either the complete navigator or the current subfolder.
The "Export navigator" dialog box opens. Type the name of the file you wish to export navigator as.