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As a user with the Administrator role, go to Configuration → Settings → Filter templates → (you can specify if a filter is to be applied at Project, Customer or Global level) → Add template.
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Info |
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You can also immediately create a new configuration (Add configuration) and add it to the existing filter template, in the subsequent step. |
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The New template popup will open. There are four configuration types for filter templates:
Name your template → enter a filter template name:
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Create your configuration → choose the file type for which you want to create a filter template. Select one of the following options from the dropdown:
MS Office Word;
MS Office Excel;
Multilingual MS Office Excel;
MS Office PowerPoint;
MS Office PowerPoint 97-2003.
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Select the configuration applicable to your file extension in the Translate and Other tabs. Then, click Save and add configuration.
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A newly-created filter will be displayed in its own, separate section in which you can further edit it if needed.
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Applying a filter template to a project
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