Manage document templates

Edit a document template

1. Open the navigation bar. If necessary, click the Manage tab.

2. Under Organisation Standards, click Document Templates.

   The Document Templates page is displayed.

3. Select the category containing the document template you want to edit from the Categories drop-down list.

   The Category page refreshes to display the selected category.

4. Click the Edit icon for the template you want to edit.

   The Edit Template page is displayed.

5. Edit the template details as required.

6. Click Save.

   A confirmation message is displayed.

Preview a document template

7. Open the navigation bar. If necessary, click the Manage tab.

8. Under Organisation Standards, click Document Templates.

   The Document Templates page is displayed.

9. Select the category containing the template you want to preview from the Categories drop-down list.

   The Category page refreshes to display the selected category.

10. Click the Properties icon for the template you want to preview.

    The Template Preview page is displayed.

11. Click the document name.

    A message is displayed asking if you want to edit or preview the document.

12. Click Preview.

    The document is displayed in a new window.

Delete a document template

You cannot delete templates attached to an existing contract communication or a communication template.

13. Open the navigation bar. If necessary, click the Manage tab.

14. Under Organisation Standards, click Document Templates.

    The Document Templates page is displayed.

15. Select the category containing the document template you want to delete from the Categories drop-down list.

    The Category page refreshes to display the selected category.

16. Click the Delete icon for the template you want to delete.

    A warning message is displayed.

17. Click OK.

    A confirmation message is displayed.