To create a new preset:
Navigate to Administration / Presets.
Select File > New > Preset. The Presets:Setup page is displayed.
Enter a name and description for the preset.
Select the user, role, or group to apply the preset to, by clicking Select in the Apply to a User/Role/Group field, selecting the relevant user, role, or group, and clicking OK. For more information, see the Locate an item in a selection dialog box section.
Select the repository location to apply the preset on, by clicking Select in the Apply to existing location field, selecting the relevant repository location, and clicking OK. For more information, see the Locate an item in a selection dialog box section.
Select the type of item the preset is to apply to by clicking Select next to the Apply to specific type field, selecting the relevant item, and clicking OK. For more information, see the Locate an item in a selection dialog box section.
Select whether the new preset applies to all repositories or just to the current repository by clicking Select in the Apply to specific repository field, selecting the relevant repository, and clicking OK. For more information, see the Locate an item in a selection dialog box section.
Click Next.
The Rules tab is displayed.
Optionally, you can use an existing preset as a template for the new preset. To use an existing preset as a template for the new preset, click Select next to the Start with another preset option, select the existing preset, and click OK.
To define preset rules, see Edit preset rules.