Template Settings

Overview

This article contains information on the Template Settings for VMS Exchange templates. Template Settings allow you to set a name and define where in Bullhorn Time & Expense the system should look for employee and assignment matches.

If the owner is updated or changed on a template, the change will apply only to instances of the file. This change is not retroactive.

Steps

  1. Choose an existing template or click Create Template.
  2. Complete either the Customer Associations or Branch Associations sections.
    • The most common usage will be to define the list of customers to which the template applies.
    • This will limit the scope of suggested matches to this list of clients.
  3. Use the Sources drop-down to identify the source system of the files.
    • This filters for Dashboards and Reporting.
  4. Use the Owner drop-down to assign or reassign a team member as the owner of the template.
    • See My Files for more information on owning files.

  5. After making any changes, select Save & Close.
  6. To discard changes and exit, select Cancel.