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How To Use The Template Editor

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How To Use The Template Editor

Open the new template edit platformThat is opened by hovering over the Reports Tab, and then drop down over the Report Templates, and then click on the Template List.

 

Once the list of Templates opens you will want to selct your Template and click the Green Edit Pencil.

Then the Template Editor will open and allow you to make changes to all your Templates.

 

Watch This Training Video:


***User Tip*** Create Copies Of Your Original Templates and Then Edit The Copy

This will allow you to keep the Original Templates or can create new documents from Templates.

 

 
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Article details
Article ID: 30
Category: Knowledgebase
Date added: 2014-04-11 23:33:27
Views: 644
Rating (Votes): Article rated 3.9/5.0 (37)

 
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