Is there any way I can create my own template without having to use an existing one whose name doesn't describe what the Binder is going to track?

I note the Upload Binder specification from XML file option but how do you go about doing this, especially if you don't know how to create an XML file?

The reason I ask is that we require OfficeClip Issue Tracker for a specific Quality Management purpose, but none of the supplied binders types represent what we need, and there are binder types we will never use so I would like to remove them from the list.

As much as I am impressed by the product so far it seems the binder template system is a little inflexible and awkward to the way template systems normally work.

For instance there is no way for me to get rid of or rename the supplied templates so I'm stuck with Patient, Workman's Comp etc., which along with most of the others are templates I will never use.

I found a problem with the above method for creating your own templates and hiding the master template by changing the permission so only the administrator can see it. When I change the permissions on any binder copied from a master, the permissions change for every binder created using the master. This means I cannot hide the original by using permissions as all binders based on it will be hidden.

Edited by user Thursday, October 15, 2009 3:29:07 PM(UTC)  | Reason: Not specified

I am happy it worked for you. I have added an enhancement request for this and will let you know when we have come up with a better way to handle this.