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Index
Version 20.3
Version 20.4 Version 21.1 Version 25.2
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Combine Text
Last Refreshed By
Last Refreshed Time
Split Text
Snapshot
Shared Templates Drive
Drive Types
Dropbox
File Server
Cloud Connector
Navigator
Create a File
Delete a File
Edit a File
Open a File
Common Options
System Administrator Options
System Administrator User Options
System Administrator Delimiter Options
System Administrator Configuration Options
System Administrator Server Information
Discover Segment Values
Discover Level
Discover Period Names
Discover Segment Properties
Expand and Explode
Expand Segment Values
Expand Segment Value Hierarchy
Explode Segment Values
Explode Segment Value Hierarchy
List of Values – Create
Account Type
Enabled Flag
Functional Currency
Get Average Balance Summary
Get Balance
Get Balance Options
Multiple Ledgers
Ledger Name
Ledger Set
Next Segment Value
Parent Flag
Period Name
Period Offset
Previous Segment Value
Segment Description
Segment End Date
Segment Tree
Segment Start Date
Drill Criteria Sheets
Drill Criteria – Balance
Drill Using a Saved Template
Edit Template Layout
Save Template Layout
Manage Templates
Other Tools
Clean Template
Create a Template
Template Storage Requirement
Edit a Template
Delete a Template
Hide Zeros
GL Wand User Options

File Server

Shared Templates allows you to use a central File Server as your file storage Drive.

Requirements and Setup

  1. Once you select File Server as theDrive Type on the System Administrator Configuration Options form, the File Server Path option will become visible:
  2. Use the Folder Browser  to select the File Server Path or enter the path directly into the text box.
  3. Ensure the path you supply complies with the following requirements:
    1. All users must have read and write permissions to the folder.
    2. We support local file system (LFS) paths, such asq:\finance\wands\wands.Ensure that the drive is mapped to all user workstations that will be using the Shared Templates feature.
    3. We support uniform naming convention (UNC), such as\\server\volume\file, for example \\file_server01\finance\wands\drive.Ensure the location is accessible from all user workstations that will be using the Shared Templates feature.
  • Do not manually create, rename or delete any file(s) in the File Server folder.
  • Ensure that you maintain sufficient free space in the File Server folder.