Use a site template to define a transfer site

Use the following procedure to use a site template to define a transfer site.

  1. Create or edit a Connect:Direct or file services interface protocol site as described in Create a transfer site or Edit a transfer site.
  2. In the Site Template field, select the site template from the drop-down list.
  3. At the bottom of the page, type values for the Site Template Placeholders. If a default value was provided by the site template, you can modify it for this account.
  4. (Optional) To have the placeholder default values automatically filled in when the site template is updated, select the Use Default check box for one or more placeholder parameters.
  5. When you modify a site template, the changes are automatically applied to all transfer sites that use that template. For example:
    • Add or remove a placeholder parameter adds or removes it to or from all associated transfer sites.
    • Modify an optional default value of a placeholder parameter updates it in all associated sites that have the Use Default check box selected for that placeholder.
    • Delete the default value of a placeholder parameter clears it in all associated sites that have the Use Default check box selected for that placeholder.
  6. Click Add or Save to save your changes and close the Add Transfer Site or Edit Transfer Site page. Click Cancel to close the page without saving your changes.

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