> For the complete documentation index, see [llms.txt](https://docs.devolutions.net/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.devolutions.net/rdm/ribbon-menu-bar/administration/templates/creating-templates.md).

# Creating templates

Create entry templates in Remote Desktop Manager by building new templates, saving entries as templates, importing entries, or duplicating existing ones.

There are many ways to create template for entries. You can create a new template, save an entry as a template, import entries as templates, and duplicate a existing template. It is also possible to create group templates.

{% tabs %}
{% tab title="Windows" %}

### Create a new template

1. Navigate to ***Administration – Entry templates.***
2. In the ***Entry Templates*** window, click the ***Add template*** button.
3. Choose between ***Template*** or ***Template group***.
4. Select an entry to create the template for, then click ***Select***.
5. Enter a name for the template, and configure the properties as necessary.

### Save entry as template

It is possible to save entries as templates to use their properties in other entries. Furthermore, this can be achieve on folders to include all their child items in the template.

From the ***navigation pane***, right-click an entry and select ***Add – Save as template***.

### Import template

It is possible to import previously exported entries as templates.

1. Navigate to ***Administration – Entry templates*** and select ***Templates***.
2. From the ***Templates*** window, click on the ***Import template*** button.
3. Select the RDM file to import to create a template for each entry in the file.

### Duplicate template

It is possible to duplicate a template to edit a copy of the properties.

1. Navigate to ***Adminstration – Entry templates***
2. From the ***Templates*** window, click on the ***Duplicate template*** button.
3. Change the template name to distinguish the copy from the original, and edit the properties to meet your requirements.

### Template groups

It is possible to save a set of selected entries or a folder and all its child items to a unique template.

Right-click a selection of entries or a folder, select ***Add***, then ***Save as Template***.

### Documents stored in database templates

Create templates for documents stored in database by following the [steps above](#create-a-new-template).
{% endtab %}

{% tab title="macOS" %}

### Create a new template

1. Navigate to ***File*** – ***Templates*** – ***Templates***.
2. In the ***Entry Templates*** window, click the ***Add template*** icon.
3. Choose between ***Shared*** or ***Local*** templates.
4. Choose between ***Template*** or ***Template Group***.
5. Select an entry to create the template for, then click ***OK***.
6. Enter a name for the template, and configure the properties as necessary.

### Save entry as template

It is possible to save entries as templates to use their properties in other entries. Furthermore, this can be achieve on folders to include all their child items in the template.

### Import template

It is possible to import previously exported entries as templates.

1. Navigate to ***File*** – ***Templates*** and select ***Templates***.
2. From the ***Templates*** window, click on the ***Import template*** button.
3. Select the RDM file to import to create a template for each entry in the file.

### Duplicate template

It is possible to duplicate a template to edit a copy of the properties.

1. Navigate to ***File*** – ***Templates***, and select ***Templates***. From the ***Templates*** window, click on the ***Duplicate template*** button.
2. Change the template name to distinguish the copy from the original, and edit the properties to meet your requirements.

### Documents stored in database templates

Create templates for documents stored in database by following the [steps above](#create-a-new-template-1).
{% endtab %}
{% endtabs %}

#### See also

* [Devolutions Academy - Create and manage entry templates](https://academy.devolutions.net/student/path/1925039/activity/2667190)
* [Devolutions Academy – Manage template groups in Remote Desktop Manager](https://academy.devolutions.net/student/page/2591777-managing-template-group-in-remote-desktop-manager?sid=eafdf417-3c0e-4cf3-9add-30ad83c24c2c\&sid_i=0)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://docs.devolutions.net/rdm/ribbon-menu-bar/administration/templates/creating-templates.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
