Editing a Template of a Document Type

To edit a document template

To edit a document template

1. On the Navigation Tree, click Report Warehouse, then click Document Management and select Document Types.

2. On the Document Types page, do one of the following:

3. • Click the name of the document type you want to edit a template for.

   • Select the document type, by clicking anywhere on the row, and then click .

3. On the displayed page, select the Templates tab at the top of the page.

4. Do one of the following:

   • Click the name of the template you want to edit.

   • Select the template, by clicking anywhere on the row, and then click .

The Template page appears. For details about how to change its items see Adding a Template.

5. Make the necessary changes.

6. Click Save. The system saves the modified document template to the database and displays the updated Templates page, if the operation is completed successfully.