Edit, delete and duplicate template

Edit, delete and duplicate a template

To edit a template:

  • Navigate to Application Settings > Record Templates and click the required template to edit it.
  • Alternatively, navigate to Report Builder > Print Templates and click the edit icon for the template you wish to edit.

To delete a template: 

  • Navigate to Application Settings > Record Templates and click the delete icon for the template you wish to delete.
  • Alternatively, navigate to Report Builder > Print Templates and click the delete icon for the template you wish to delete.

To duplicate a template:

  • Navigate to Report Builder > Print Templates and click the duplictate icon for the template you wish to duplicate.

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