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:

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

  2. Do one of the following:

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

  1. Make the necessary changes.

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