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  1. 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

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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  1. 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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  1. Select the configuration applicable to your file extension in the Translate and Other tabs. Then, click Save and add configuration.

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  1. 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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