Fabian Posted November 21, 2022 Report Share Posted November 21, 2022 Hi, Intella Connect inherited the template management from Intella PRO/Team, where Templates are stored in %appdata% for the individual local user. Unfortunately all Intella Connect Users share the server's %appdata% directory and thus all templates are available accross all cases. This is described in the manual, however not all Reviewers / Examiners will keep track of this all the time. So it might happen that Export-Templates with Case-Names / Numbers or Custodian Names [...] are created. Within a template there is also some room for potential confidential data, e.g. when designing headers and footers etc. Providing a basic set of templates to Connect Users seems like a good idea, however templates created by certain users should either be stored "per Case" or "per User". Also I think that when templates are added to the %appdata%-directory (externally, via another case) and the case is already shared it does not update the template list. Regards, Fabian Quote Link to comment Share on other sites More sharing options...
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