---
title: "Job Operations"
slug: "joboperations"
tags: ["update job template", "purge jobs", "delete jobs", "delete locked jobs", "locked jobs", "job permissions", "job settings", "job configuration", "create top-level job", "subjobs", "create job in advanced mode", "create job in wizard mode", "File Template Job ", "Move to Files", "set template library", "edit a job", "create job with template", "move jobs", "create a job category", "move job", "create job without template", "create sub job"]
updated: 2026-11-06T06:04:03Z
published: 2026-11-06T06:04:03Z
canonical: "help.12dsynergy.com/joboperations"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Job Operations

Admin Content

## 1.1. How to Create a Job

### 1.1.1. Creating a Top-level Job from the 12d Synergy Client Application

1. In the **12d Synergy Client** application, click the **12d Synergy** menu option and select the **New Top Level Job** option. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-5dtsc0mv.png) The **Create New Job** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-mlves14u.jpg)

  - In the above window, the job is created in **wizard mode**, where you only enter the name of the job and the necessary attribute values, and also select the inheritance checkboxes as needed.
  - You can also create a job with more details by creating it in **Advanced Mode**. For this, select the **Use advanced mode** checkbox in the above window. The following window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-7h0kj9bo.png)
2. Do one of the following:
  - [Create the job without a job template.](https://help.12dsynergy.com/docs/job-operations#114-creating-the-job-without-a-template)
  - [Create the job using job templates.](https://help.12dsynergy.com/docs/job-operations#115-creating-the-job-using-job-templates)

### 1.1.2. Creating a Top-level Job from the 12d Synergy Administration application

1. In the **12d Synergy Administration** application, select the **Jobs tab > Create tab**. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-zy2prjfw.png)
2. Do one of the following:
  - [Create the job without a job template.](https://help.12dsynergy.com/docs/job-operations#114-creating-the-job-without-a-template)
  - [Create the job using job templates.](https://help.12dsynergy.com/docs/job-operations#115-creating-the-job-using-job-templates)

### 1.1.3. Creating a Sub Job from the 12d Synergy Client application

1. In the **12d Synergy Client** application, right-click the required folder, job or sub job under which you want to create a sub job.
2. Select the **New > Sub job** option. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-9cy9od84.png) The **Create New Job** window is displayed.

  - In the above window, the job is created in [wizard mode](https://help.12dsynergy.com/docs/job-operations#111-creating-a-toplevel-job-from-the-12d-synergy-client-application), where you only enter the name of the job and the necessary attribute values, and also select the inheritance checkboxes as needed.
  - You can also create a job with more details by creating it in **Advanced Mode**. For this, select the **Use advanced mode** checkbox in the above window. The following window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-d0ce4lvc.png)
3. Do one of the following:
  - [Create the job without a job template using Advanced Mode](https://help.12dsynergy.com/docs/job-operations#114-creating-the-job-without-a-template).
  - [Create the job using job templates.](https://help.12dsynergy.com/docs/job-operations#115-creating-the-job-using-job-templates)

### 1.1.4. Creating the Job Without a Template

In the below procedure, creating a job in **Advanced Mode** is explained. To create a job in [Wizard mode](https://help.12dsynergy.com/docs/job-operations#111-creating-a-toplevel-job-from-the-12d-synergy-client-application), simply select the **Use wizard mode** checkbox in the **Create New Job** window. For this, select the **Use advanced mode** checkbox in the above window.

1. Enter a name for the new job in the **Job Name** box.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/image-1691559204771.png)

If a [system-level job naming rule](https://help.12dsynergy.com/docs/jobnamingrulesdoc#11-how-to-create-a-job-naming-rule) is created by your 12d Synergy Administrator in the 12d Synergy Administration application, then the format of the naming rule is displayed in the **Job Name** box. If the naming rule has attributes that need you to enter/select a value for them, then you will be prompted for it.
2. Select the required storage rule from the **Storage rule** list. By default, the **Use file server defaults** option is selected.
3. Do any of the following:
  - Select the **Create form other job?** checkbox if you want to copy all the data and configuration from another job.
  - Select the **Inherit permissions from above?** checkbox to inherit its permissions from the job above it If this is the topmost job, this checkbox has no effect.
  - Select the **Always display parent?** checkbox if what you are creating is a sub-job and you always want the parent job to be displayed in the tree structure.
  - Select the **Inherit file naming rules from above?** checkbox if you want the new job to inherit the file naming conventions from the job above it. If this is the topmost job, this checkbox has no effect.
  - In the **Description** tab, enter a brief description of the job you are creating.
  - In the **Categories** tab, select any permission categories that apply to the job you are creating.
  - In the **Cover Image** tab, click the ellipsis button against the **Image** box and select an image as a cover image for the job you are creating.
4. In the **Required Attributes** tab, select or enter the value for any mandatory attributes set at a system level or a parent job level. If [job templates](https://help.12dsynergy.com/docs/job-templates) are set up, you may be required to select options that result in no template selection.
5. Click the **Create** button. A new job is created and the **Edit a Job:<*job name*>** window is displayed for you to configure the job based on your requirement.

### 1.1.5. Creating the Job Using Job Templates

If you want to create a job using the [**job templates**](https://help.12dsynergy.com/docs/job-templates), you must select/enter the values for those [**Match attributes**](https://help.12dsynergy.com/docs/job-templates#11-match-attributes) displayed in the **Required attributes** tab (or section), to determine which job template has to be applied for the job you are creating. Accordingly all the predefined values and naming rules set for the job template are displayed in the **Create New Job** window. In this procedure, the job is being created in [wizard mode](https://help.12dsynergy.com/docs/job-operations#111-creating-a-toplevel-job-from-the-12d-synergy-client-application). ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-iuy7h1lk.png) Click the **Create** button to create the job. The **Edit a Job:** **< name of the job just created>** window is then displayed for you to configure the job based on your requirements.

## 1.2. How to Edit a Job

### 1.2.1. From the 12d Synergy Client application

1. In the **12d Synergy Client** application, select the required job from the tree structure.

> [!NOTE]
> If the job you need to edit is not displayed in the tree structure, click the **Change Job**![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-xs1sep9y.png) icon in the **12d Synergy Quick Access** toolbar to find the required job.
2. Right-click the required job and select the **Edit** option. The **Edit a Job:<*job name*>** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/editcorrected.png)
3. [Make the necessary edits](https://help.12dsynergy.com/docs/job-operations#123-edit-a-job) and click the **Save** button.

### 1.2.2. From the 12d Synergy Administration application

1. In the **12d Synergy Administration** application, select the **Jobs tab > Find tab**.
2. Enter the [search parameters for the required job](/v1/docs/introductiontojobs#14-how-to-change-jobs) (optional) and click the **Find** button. The **Edit Jobs** window displays jobs that match the entered search criteria.
3. Select the required job and click the **Edit** button. The **Job Tree** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/editcorrected1.png)
4. [Make the necessary edits](https://help.12dsynergy.com/docs/job-operations#123-edit-a-job) and click the **Save** button.

### 1.2.3. Edit a Job

You can edit a job by doing any of the following from the above window.

#### 1.2.3.1. **General** tab

1. **General** – You can edit the basic details of a job like its name, parent job and inheritance details. You can also specify if you do not want [a job to be deleted](https://help.12dsynergy.com/docs/job-operations#14-how-to-delete-a-job) by selecting the **Delete locked** checkbox.
2. **Dashboard** – Dashboard is the first thing you see when you log in to the 12d Synergy Client application. You can design a dashboard to see important information about the job, like some metrics or the status of the tasks. This can be done at two levels – the system level and the job level. From this tab, you can design the dashboard for the selected job using the Dashboard Editor. If you do not make any edits in this tab, the dashboard set at the system level is displayed by default.
3. **Cover Image** – You can edit the cover image of the job. This image can be an existing external file, a file within 12d Synergy or an image sourced from Google Maps.
4. **Column Layout** – You can set the default order of columns that display details about a selected file for the job. Right-click the column titles and select the **Select Columns** option. In the **Column Selection** prompt, select the checkboxes against the columns that you want to display and select a column name to re-position it using the **Move Up** and **Move Down** buttons.
5. [**Contact Lists**](/v1/docs/contacts-and-contact-lists) – You can create and edit mailing lists with the required contacts from this tab.

#### 1.2.3.2. [Attributes](https://help.12dsynergy.com/docs/v5attributes) tab

1. [**Job Attributes**](https://help.12dsynergy.com/docs/v5attributes#131-job-attributes) – You can add, modify, or delete job attributes that apply to the selected job.
2. [**File Change Attributes**](https://help.12dsynergy.com/docs/v5attributes#134-file-change-attributes) – You can add, modify, or delete file change attributes that apply to the selected job. You can also specify the default values of these attributes from this tab.
3. [**File Attributes**](https://help.12dsynergy.com/docs/v5attributes#133-file-attributes) – You can add, modify, or delete file attributes that apply to the selected job. You can also specify the default values of file change attributes from this tab.

#### 1.2.3.3. [Permissions](https://help.12dsynergy.com/docs/permissionsdoc) tab

This tab enables you to view, define, modify, or delete permissions to different types of user entities. You can tag the user entities with either a permission set (group of related permissions) or with explicit permissions.

1. [**Users**](https://help.12dsynergy.com/docs/users) – You can add users to the job and select them to apply either permission sets or explicit permissions to them. You can also generate a report of the permissions that are applied to all users by clicking the **Report** button.
2. [**Groups**](https://help.12dsynergy.com/docs/v5groups) – You can add user groups to the job and select them to apply either permission sets or explicit permissions to them. You can also generate a report of the permissions that are applied to all users by clicking the **Report** button.
3. [**Job Roles**](https://help.12dsynergy.com/docs/workingwithteamsdoc#111-how-to-create-and-define-a-new-role-for-a-job) – You can add job roles to the selected job and select them to apply either permission sets or explicit permissions to them. You can also define the number of positions of a specific role for the selected job. This is the most recommended way to define permissions as it makes the system role-dependent instead of it being user-dependent.

You can also create job roles and positions for each job rule using the **12d Synergy Administration** application **> Jobs** tab **> Job Roles** tab.
4. [**Categories**](/v1/docs/v5jobcategories) – You can add categories to the selected job and select them to tag users, apply either permission sets or explicit permissions to them. You can add multiple categories to a job.

You can also create, edit or delete categories using the **12d Synergy Administration** application **> Jobs** tab **> Categories** tab.
5. [**Collaborators**](/v1/docs/collaborators) – You can create or add collaborators to the selected job and also configure their access details from this tab.

This tab is displayed only if you have a valid Collaborators license.

#### 1.2.3.4. Rules **tab**

1. **Naming Rules**– You can specify naming rules that apply to the [files](/v1/docs/v5filenamingrules) and [sub-jobs](/v1/docs/v5jobnamingrules#112-from-the-12d-synergy-client-application) within the selected job. A naming rule defines how entities such as sub-jobs or files must be named.

You can also configure the naming rules for jobs using the [**12d Synergy Administration** application **> Jobs** tab **> Naming Rule** tab](/v1/docs/v5jobnamingrules#111-from-the-12d-synergy-administration-application).
2. [**Notifications**](/v1/docs/v5notifications#12-how-to-set-a-notification-for-a-job-and-a-folder)– You can manage the notification subscriptions for a user, a role, or a group from this tab.

You cannot edit your own notification subscriptions from this tab. You can do that by right-clicking on the required job and selecting the **Notifications** option.
3. **CAD Layout Templates** – You can create or edit a CAD Layout Template and define the attributes that apply to it from this tab.

> [!NOTE]
> CAD Layout templates are used to import a set list of fields/attributes into 12d Synergy from a drawing file. If additional fields/attributes not listed in the layout template are found within the drawing, they will be ignored and not imported.
4. [**CAD Publishing**](https://help.12dsynergy.com/docs/publishingcad-1doc) – You can add the location of the folder where you will save all the published CAD files in the selected job from this tab.
5. [**Download Dependency Rules**](https://help.12dsynergy.com/docs/v5downloaddependenciesdoc) – You can define rules to download dependencies when working with files of a job. You can set rules such that when working with files of specified extensions, the related dependent files should automatically get downloaded. For instance, when working with a **.dwg** file, you can set a rule that the necessary customisation files must be downloaded.

#### 1.2.3.5. **Forums** tab

You can use this tab to create, edit or delete forums associated with the job. A forum is a platform for job users to discuss, communicate and collaborate.

After a forum is added, users may need to reconnect to the job to use it.

#### 1.2.3.6. [Transmittals tab](https://help.12dsynergy.com/docs/issuing-1doc)

1. [**Transmittal File Types**](https://help.12dsynergy.com/docs/v5issuedfilessettingsdoc) – You can create File Set Types from this tab. The File Set Types are logical categories that help you organise your transmitted files and may depend on your processes. You can also do this from the **12d Synergy Administration application > Transmittals tab > File Set Type tab**.
2. [**Email Template**](https://help.12dsynergy.com/docs/v5issuedfilessettingsdoc#16-transmittals) – You can design the email template for transmittals using the variable components provided in this tab. A transmittal is the summary of a transmitted file set and is displayed once the file set has been transmitted.

#### 1.2.3.7. [Reports](https://help.12dsynergy.com/docs/reports) tab

There are many reports that you can generate for a job, such as the Job Usage report, the File List report, the Permissions report, the Structure report, etc. Some reports may have multiple variations, such as a Job Usage report.

You can generate a Job Usage report to understand how many users are using a job, how many jobs a user is accessing, or which users are accessing which jobs for a set period. Thus, the Job Usage report has three variations. However, the triggering points for these variations differ, as they report different entities.

To understand the number of users using a job for a set period, you (a [job administrator](/v1/docs/v5permissions#1721-job-administrator) or a [12d Synergy Administrator](/v1/docs/v5permissions#1711-system-administrator-also-known-as-the-12d-synergy-administrator)) have to access the report while editing a job or from the **Reports** tab of a job. On a similar note, to understand how many jobs a user is using, you have to access the report while [editing a user](https://help.12dsynergy.com/docs/v5users#12-how-to-edit-a-user). To see which users are accessing which jobs for a set time, you can generate the report from the **Reports** tab in the **12d Synergy Administration** application.

For all job-specific reports, you can configure the following report settings in this tab.

1. [**Report Schedules**](https://help.12dsynergy.com/docs/reportingdoc#123-create-a-schedule) – You can configure the inputs, schedule, delivery format and the recipients of job-specific reports from this tab.
2. **Report Transformations** – You can set or download an XSLT (Extensible Stylesheet) for transforming the basic report output to customised reports. An XSLT is used for converting XML data into CSV format for importing it into MS Excel, or into HTML for the required cosmetic display.

#### 1.2.3.8. [Mapping tab](https://help.12dsynergy.com/docs/maps)

1. [**Active Job Layers**](https://help.12dsynergy.com/docs/maplayersdoc#152-joblevel-settings) – You can add and configure a job-level map layer using this tab.
2. [**Parent Level Layers (Not Active)**](https://help.12dsynergy.com/docs/maplayersdoc#152-joblevel-settings) – You can only view the system-level map layers using this tab, as the parent of job-level map layers is the system-level map layers. They are created in the **12d Synergy Administration application >Mapping tab > Map Configuration tab**.

#### 1.2.3.9. Utilities tab

1. ##### **General** tab

You can do the following maintenance tasks from this tab:
  - Export data from the job to a location on the server or your network. Note that this option exports only the data without any of its attributes, metadata, or configuration details. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/fileexport(1).png)

> [!NOTE]
> - You must specify the destination folder path in the **Destination on server machine** box. This path is relative to the server hosting the 12d Synergy Server. The job is then exported to the specified folder.
> - Ensure that the destination path is accessible by the 12d Synergy Server.
> - Ensure there is sufficient space at the location where you want to export the job.
> - If the job is too large, it is suggested that you export it in small chunks, either as subjobs or as folders. If you want to know the size of the job you want to export, you can run a [**Job File Storage Report**](/v1/docs/listofreportsavailable#11-global-reports-generated-by-the-12d-synergy-administrator) from the [**12d Synergy Administration Application > Reports tab > Generate a Report tab**](/v1/docs/v5reporting#112-using-the-12d-synergy-administration-application)**.**
> - All references are resolved while exporting data.
  - [Delete the selected job permanently](https://help.12dsynergy.com/docs/job-operations#14-how-to-delete-a-job)
  - Copy the [attributes of this job](https://help.12dsynergy.com/docs/v5attributes#131-job-attributes) to other jobs or from other jobs to this job
  - Copy the [permissions applied to this job](https://help.12dsynergy.com/docs/permissionsdoc#161-jobs) to other jobs
  - Copy the [job naming rules](https://help.12dsynergy.com/docs/jobnamingrulesdoc) applied to/created for this job to other jobs
  - Copy the [download dependency rules](https://help.12dsynergy.com/docs/v5downloaddependenciesdoc) created for this job to other jobs
  - Copy the [CAD Publish Settings](https://help.12dsynergy.com/docs/publishingcad-1doc#11-setting-up-your-publishing-environment-within-12d-synergy) of this job to other jobs
  - Copy the [12d Model Customisation Settings](/v1/docs/joboperations#1239-utilities-tab) (step 3 in this procedure) of this job to other jobs
  - Copy the [edited/updated forms](/v1/docs/formdefinitions#12-how-to-edit-a-form) of this job to other jobs.

> [!NOTE]
> With all the copy functions listed above, if you edit a [template job](/v1/docs/jobtemplates) and copy its updated attributes, settings, and rules to another job, all jobs based on this template job are also updated. These updates cannot be rolled back. Hence, be doubly sure when you want to copy these details to other jobs. This feature is very handy when you want to update all jobs based on a template job.
2. ##### [**Triggers**](https://help.12dsynergy.com/docs/triggers) tab

You can design triggered activities or workflows for various changes in the system and their conditions using this tab.
3. ##### **12d Model Customisation** tab

You can now configure the customisation for an individual job, or set it at the global level in the [**12d Synergy Administration application > 12d Model Projects tab > Customisation tab**](https://help.12dsynergy.com/docs/v5workingwith12dmodelcustomisation). If customisation is configured at both, the job and global levels, then the settings made at the job level are applied.

To configure the customisation at the job level, you need to first select the **Enabled** option from the **State** list and then define the settings, which are similar to those of the [global ones made in the 12d Synergy Administration application](https://help.12dsynergy.com/docs/12dmodelcustomisation#11-how-to-configure-the-global-12d-model-customisation-settings). However, if you choose to inherit the global customisation settings, select the **Inherit** option from the **State** list.

## 1.3. How to Move a Job

You can move a job to any different level in the job tree structure by either changing the parent of the job or by selecting the level to which you want to move it. All the folders in the job are also moved accordingly.

You must be a 12d Synergy Administrator to perform these procedures.

### 1.3.1. Changing the Parent of a Job

Changing the parent of a job moves the job from one parent to another. The new parent job selected can be at any level in the job tree structure.

1. In the **12d Synergy Client** application, select the job for which you want to change the parent.
2. Right-click the job and select the **Edit** option. The **Edit a Job: <*job name*>** window **> General** tab is displayed. ![Edit Job Window Screenshot](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-81kh63ko.png) The parent job of the selected job is displayed in the **Parent:** box.
3. Click the Change button displayed beside the **Parent:** box. The following prompt is displayed. ![Change Parent Prompt](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-r5b1w34m.png)

> [!NOTE]
> This prompt is displayed only if the selected job belongs to a parent job. If there is no parent job, the Find a Job window is displayed. You can [search for the required job](/v1/docs/introductiontojobs#14-how-to-change-jobs) and add it as a parent to the selected job.
4. Do one of the following:
  - Click the **Clear** button to remove any job tagged as a parent to the selected job. This makes the selected job a top-level job with no parent.
  - Click the **Select** button to find and select a new parent job. The **Find a Job** window is displayed for you to [search and select the new parent job](/v1/docs/introductiontojobs#14-how-to-change-jobs).
5. Click the **Save** button on the **Edit a Job** window. The changes made to the **Parent:** box will be updated.
6. Restart the **12d Synergy Client** application to see the updated job structure.

### 1.3.2. Moving a Job

You can directly move a job from one level to another in the job tree structure.

1. In the **12d Synergy Client** application, select the job you want to move.
2. Right-click the job and select the **Move** option. The following options are displayed: ![Move Job Options Screenshot](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-f99ivg4p.png)
3. Do one of the following:

The selected job is now moved to the new location in the tree structure.
  - Select the **Top Level** option to move the job to the top-most level in the tree structure. The job is instantly moved to the top-most level and will no longer have a parent job.
  - Select the **Parent Job** option to move the job to a different parent in the tree structure. The **Find a Job** window is displayed for you to [search and select a new parent job](/v1/docs/introductiontojobs#14-how-to-change-jobs).

### 1.3.3. Moving Multiple Jobs to Another Job on Any Level

Available in version 5.1.7 or later

You can move multiple jobs to any other job on any level.

1. In the **12d Synergy Client** application, select a job you want to move.
2. Right-click the job and select the **Move Many** option.

The **Select Entities to Move** window is displayed. It displays the selected job in the job tree structure.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/selsource.bmp)
3. Select the checkboxes displayed next to the multiple jobs you want to move. Remember that by selecting a job, all its subfolders and subjobs are automatically included.
4. Click the **Next** button.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/opt.bmp)
5. Do one of the following:
  - Select the **Top Level** option to move the jobs to the top-most level in the tree structure.

The jobs are moved but are not visible because they are at the same level as the current parent job in the display. Click the **Change Job** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/chgjob.bmp)icon in the quick access toolbar and select any of the newly created top-level jobs to access them.

You can alternatively click the tiny arrow beside the Change Job ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/image-1700713344890.png) icon to view the list of recently accessed jobs and select the required job from there.
  - Select the **Other Job** **or Folder** option to move the selected jobs to a different job in the tree structure.

The **Select a Destination** window is displayed and do the following.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/seladest.png)
    1. Select the required destination job in the displayed structure under which you want to move the jobs. If you want to select a destination job from another parent job, then click the **Change job** button.

> [!NOTE]
> Note that if you select the **Recent Folders** tab and try to move a job to a folder, the system shows an error message because you cannot move a job under a folder.
    2. Click the **Select** button.

The jobs are moved under the selected destination job. Click the **Change Job** ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/chgjob.bmp)icon in the quick access toolbar and select any of the moved jobs to access them.

## 1.4. How to Delete a Job

> [!NOTE]
> Any user with Administrative (Admin) **Read and Write** permissions to a job, such as a [Job Administrator](/v1/docs/v5permissions#1721-job-administrator) or a [12d Synergy Administrator](/v1/docs/v5permissions#1711-system-administrator-also-known-as-the-12d-synergy-administrator), can delete jobs. However, if the **Only Sys Admins can delete a job** system setting is set to **Yes** in the **12d Synergy Administration** application, then only the 12d Synergy Administrator can delete the job.

### 1.4.1. From the 12d Synergy Client Application

1. In the **12d Synergy Client** application, select the required job from the tree structure.

If the job you need to edit is not displayed in the tree structure, click the Change Job ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-5wbmn3rz.png) icon in the 12d Synergy quick access toolbar to find the required job.
2. Right-click the required job and select the **Edit** option. The **Edit a Job:<*job name*>** is displayed.
3. [Delete the job](https://help.12dsynergy.com/docs/job-operations#143-delete-the-job).

### 1.4.2. From the 12d Synergy Administration Application

1. In the **12d Synergy Administration** application, select the **Jobs tab > Find tab**.
2. Enter the [search parameters for the required job](/v1/docs/introductiontojobs#14-how-to-change-jobs) (optional) and click the **Find** button. The **Edit Jobs** window is displayed with the matching jobs for the entered search criteria.
3. Select the required job and click the **Edit** button. The **Job Tree** window is displayed.
4. [Delete the job](https://help.12dsynergy.com/docs/job-operations#143-delete-the-job).

### 1.4.3. Delete the Job

1. In the **Job Tree** window or **Edit a job:<*Job name*>** window, select the **General tab > General tab**. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-ruazu8w3.png)
2. If the **Delete locked** checkbox is selected, clear it.

> [!NOTE]
> If the **Delete locked** checkbox is selected, then you cannot delete the job.
3. Click the **Save** button. The job settings are saved.
4. Select the **Utilities** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-8vapz0dl.png)
5. In the **Delete** section, click the **Delete** button. The following message is displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/deljobconfmsg(1).png)
6. To confirm the job deletion, enter the name of the job you are deleting in the provided box.

> [!NOTE]
> In the **12d Synergy Administration** application **> System Settings tab > General tab**, there is a setting, **Require name based confirmation when purging jobs**, for confirming the permanent deletion of jobs. The value of this setting is set to **Yes** by default. Hence, the above confirmation is requested for job deletion.
7. Click the **Continue** button.

The job, including all its files and folders, is deleted permanently (purged).
8. Click the **Close** button.

## 1.5. How to Set a Template Library for the Files Created in a Job (Move to Files)

Whenever you create a new file in a job, you have the option of selecting a template for the file. These templates are generally stored in a Library job or folder (The name of the job containing file templates can vary based on your Company's requirements). You can set the template library to pop up while creating a new file by following the procedure below.

1. In the **12d Synergy Administration** application, select the **Jobs** tab.
2. Select the **Job Settings** tab.
3. Double-click in the **Value** column next to the **File Template Job** row. The following prompt is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/adminjobs.doc-image-yaze6g4u.png)
4. Select the **Change** option to add the folder that holds all the templates of the files that may be used in the Job. The **Find a job** window is displayed.
5. Enter the [search parameters (optional) for the required job](/v1/docs/introductiontojobs#14-how-to-change-jobs) and click the **Find** button. The **Select a job** window is displayed.
6. Browse and select the **Library** folder. The **Library** folder is displayed in the **Value** column of the **Job Settings** tab.