Template Maintenance - View Scenarios

Scenario 1: View Details of a Template

Details

Step 1

From the Tree Menu, search for the Template function, and then click once on it.

Step 2

By default, system will display the available document records on the screen.

Note:

  • All the available document templates will be listed.

  • User needs to either go through the entire list or input the relevant search criteria and then, click once on the Refresh button.

Step 3

Click once on the Details icon of a document record.

Step 4

System will display the details of the selected document record at the Template Editor panel.

Step 5

Click once on the relevant section’s label name (Document, or SMS, or Email).

Note: By default, system will open and display the related details, focused at the 'Document' section. User can go to other section by clicking once on the other section name.

Step 6

System will display the related details at the 'Document', or 'SMS', or 'Email' section, accordingly.

Step 7

Click once on the Details icon, of a document template record.

Step 8

System will display the related details of the selected template record at the bottom of the screen.