To Create a Template for Particular Object Class

Open the System Admin tab (View > System Administration).
Set the default scope.

Tip: Templates created in parent scopes will be available for use in child scopes with the correct permissions.

Note: The Extended Behavior topic in a template contains a setting that lets you specify that instances of the template may only be created in the same scope (as that of the template). Generally, this is not recommended due to security limitations.
Click the Information Modeling icon .
Expand Classes & Attributes.
Expand your class group, then navigate to and select the specific class you want to create a template under.
The Class form opens in the Content pane.
Expand the Templates topic (click the Show all link if this topic is not visible).
You can create the template in one of two ways; either click the New link to create a template by filling out a blank object (template) form, or click the From Existing link to specify an existing object to use as the basis for the new template.

Note: The option to create a template from an existing object is not available for all objects.
To create a template by filling out a blank, empty object form, do the following:
1. Click the New link at the top of the Templates topic.
  The Template form opens in the Content pane.
2. Enter a Name for the template.
  This name is used when creating new objects; therefore, it should represent a simple definition of the object to be created, for example, Letter. Template names can be reused across scopes.
3. Enter a Description.
4. Enter a mask in the Mask field, or click the Define Calculated Mask icon next to the Calculated Mask field to create a mask for the object. (For more information, see Calculated Masks .)
5. Click the Add icon in the action bar.
  
  The template is created, and the template form expands to show the topics you can configure. Skip to step 9.
  
  Note: Any attributes that are associated to the class appear in the Attributes topic with blank values.
To create a template using an existing object, do the following:
1. Click the From Existing link.
2. In Step 1 of the wizard, enter a Name, Description, and (optional) Mask for the template, and click Next.
3. In Step 2 of the wizard, enter the Number of the object you want to use as the basis for this template, or drag the object into the Number field, then click Finish.
  The Revision and Title fields are updated by the system.
  
  Note: The object you select must be of the same class as the template.
  
  The template is created and now displays in the Templates topic.
4. Double-click the new template in the list.
  The Template form opens in the Content pane, showing the topics you can configure. Continue with the next step.
Set security rights for the template by doing the following:
1. Expand the Template Security topic.
2. Drag persons and/or roles into the topic as needed.
3. Turn the check boxes off or on to define who can View, Modify, Delete, and Approve the template. The Can Use right determines who can use the template to create new objects.
Note: You do not need to have View rights for the template to be able to use it to create new objects.
Set the default security rights that will be passed down to each new object that is created from this template:
1. Expand the Security topic.
2. Drag persons and/or roles into the topic as needed.
3. Turn the check boxes off or on as needed.
Configure other items in the template as needed.
When finished, set the Status of the template to Approved.
Once a template is approved, users can create objects from it.