Creating a Custom Template
The character and setting sketches are a good start (see the section “Viewing Existing Document Templates,” earlier in this chapter), but if you want to keep track of something else in your project, you need to create your own document template.
You can make a document template easily, but I do have one caveat: You must have a designated templates folder to put it in. If you don’t, skip to the following section, and then come back to create your template.
Follow these steps to design your very own template:
1. Select the Template Sheets folder in the Binder.
2. Click the green Add button in the toolbar.
Alternatively, you can right-click the Template Sheets folder and choose Add⇒New Text from the contextual menu that appears.
3. Type over the highlighted filename to rename it.
The document appears in the folder, and is marked with a small T to designate it as a template. (This designation happens automatically when you add a document to the Template Sheets folder.)
If you already have a document elsewhere in the project that you want to use as a template, simply drag it to the Template Sheets folder.
4. Add the desired text to your template.
Designate the Label and Status fields (probably No Label and No Status) to prevent the default Label and Status from being applied to documents created from the template.
When you finish customizing your template, ...