Edit Templates

On the left, click the Case Management navigation button and then click the Edit Templates navigation tab to open the Edit Templates page.

Edit Templates Page

The Edit Templates page lists all of the illustration templates that you can use as a starting basis for creating new illustrations. Your level of access determines what you can do on this page.

  • Home Office users and Producers use the Edit Templates page to edit and delete their own user-defined templates.
  • Home Office users with full Template Publishing access use the Edit Templates page to publish templates and delete published templates.

  • Published templates are available only when your organization's Home Office publishes templates for use by producer user groups.

The following features are available on the Edit Templates page.

Delete a User Defined Template

  1. On the left, click the Case Management navigation button.
  2. Click the Edit Templates navigation tab to open the Edit Templates page.
  3. On the left of the Template Name column in the User Defined Templates grid, select the check box for each template to delete.
  4. Above the grid, click the Delete button.

  5. On the Confirm dialog box, click Yes to delete the selected templates. Click No to cancel the deletion.

Edit a User Defined Template

  1. On the left, click the Case Management navigation button.
  2. Click the Edit Templates navigation tab to open the Edit Templates page.
  3. In the Template Name column of the User Defined Templates grid, click a template name link to open the template illustration.
  4. Make changes to the template.
  5. On the menu bar, click Save to save the template.
  6. On the menu bar, click Close to close the template.

Delete a Published Template (Home Office Users Only)

NOTE: Only Home Office users with Publish access can delete published templates.

  1. On the left, click the Case Management navigation button.
  2. Click the Edit Templates navigation tab to open the Edit Templates page.
  3. In the left column of the Published Templates grid, select the check boxes for the published templates to delete.
  4. Above the grid, click the Delete button.

Publish a User Defined Template (Home Office Users Only)

NOTE: Only Home Office Users with Template Publishing access can publish templates.

  1. On the left, click the Case Management navigation button.
  2. Click the Edit Templates navigation tab to open the Edit Templates page.
  3. In the left column of the User Defined Templates grid, select the check boxes for the Home Office user-defined templates to publish.
  4. Above the grid, click the Publish button.
  5. Click OK on the confirmation dialog box.

See Also:

Create an Illustration Template

Illustrate by Template

Illustrate Using Published Templates

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