Changing a Template

To change a template:

1)  Click on the System Console icon  in the home window.

2)  Click on the Document Templates icon  to open the document template management screen. A list is displayed of the existing master and shared templates as well as any templates you have created for your own private use.

3)  Find the template you want to change and click on edit in the Action column for that template. The document editor window appears with the selected template. The edit option will not appear for templates that you do not have privileges to change.

4)  Make the changes. See the section on Working in the Document Editor.

5)  Click on  (Save).

6)  Close the editor window.