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Adding Intellisense Templates

Ref: DM-ISTINT01

Intellisense works by detecting keywords in a document's text and suggesting filing selections based on templates these keywords are associated with. Intellisense is set up on install with a number of templates, but it is possible to customise and create additional templates. This guide outlines the procedure of adding a new template and adding a keyword to an existing template.

There are two ways to add or modify an Intellisense template; via Maintain Lists, or via the Intellisense screen itself.

Adding Templates

...via Maintain Lists

...via Intellisense

Modifying Templates

...via Maintain Lists

...via Intellisense

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