Having your templates stored within your PowerPro database is highly recommended and a requirement for PowerPro Sky clients
It eliminates the need to share folders across the network and avoids issues surrounding access, file permissions, and network mapping, etc

Using Template Manager also means the templates are automatically backed up whenever the PowerPro database undergoes a backup

You will need to access the application options to follow this guide, as shown below


1. Get your templates location

In the Application Options > Templates tab, identify where the current templates are located
Make a note of this, a screenshot would be easiest see below example 

2. Get M2M location

In the Application Options > USI tab, identify where the current M2M credential is stored
Again a screenshot is easiest as below

 

3. Enable Template Manager

In the Application Options > Templates tab, enable Template Manager as below, please restart PowerPro for these changes to take effect

4. Create backup of templates & M2M file before next step

It is a good idea to create a backup of all your templates & your M2M credential before proceeding, just in case something goes wrong, as when templates are imported, it will remove the original copy for you
You can simply copy and paste the templates folder and your M2M key file to a separate folder/directory

5. Upload templates and M2M file

Browse to the Template Manager and upload existing templates into the respective areas
This is done most simply by dragging and dropping the files into the area
Please remember that each template type, will need to be dropped onto its designated tab, so that it functions properly within PowerPro