Built-in templates are part of TaxCycle and do not get saved to your computer unless you clone them (learn how in the Template Editor help topic). They are then saved in your templates folder, along with any original templates you create.
By default, TaxCycle saves any templates you customize or create in C:\ProgramData\Trilogy\TaxCycle\Templates.
Templates are usually named with the file extension .taxcycletemplate. However, the underlying template code is in HTML and CSS, so if you want to work in the source code in an HTML editor (to get code formatting), you can change this to a .html file extension as well.
Save any images you use in the templates—along with those you set for your signature and logo—in this folder too. That way if you share this folder and any of your templates contain images, others will have access to the images as well.
If you want to share your templates with others, you will want to change the location of the templates folder. This folder can be on your local computer or on a network folder, but everyone who wants to use it must at least have view permissions to use the templates. And, they need read/write permissions to make modifications to any templates.
The path to the templates folder can be shared using an Options Profile, so if you set it to shared folder on your network or share the folder from your computer and then include it in an Options Profile, you can quickly point everyone to the same set of custom templates.
To change the templates folder:
Occasionally, you may want to send a template to a colleague, or need to install a template someone else has given to you.
To install a template file: