Setting Default File Name and Folder Location for Templates

Use the following procedure to set default document file names and folders for document templates.

1.

Using a text editor (such as Windows Notepad), open USER.ini (your <username>.ini).

2.

Find the statement under the [Internet] section that begins with AttachDir:

AttachDir=C:\Program Files\GoldMine\MailBox\Attach\

3.

Replace this with the following:

AttachDir=C:\Program Files\GoldMine\Templates\

ForceFilename=1

In this example, C:\Program Files\GoldMine\ should be replaced with the path to your main GoldMine folder. When ForceFilename is set to 1, GoldMine forces each file that a user saves to follow a format that includes the user's destination folder\filename_date in the YYYYMMDDformat_incremental three-digit number (to prevent duplicate file names).

This example shows a force file setup forJohn:

C:\Program Files\GoldMine\Templates\John\BlankLetter_20101115_001.doc

4.

Select File > Save to save the changes to the USER.iniand exit the text editor.