Catalogs - Template Items



Adding Template Items

Step     Action

  1.      Select {Template Items} on the right-hand side of screen to auto scroll to

             Template Items section.

  2.      Select {Add} under Template Items. An Add Templates  modal window will

             open.

  3.     Select templates to be added by checking boxes to the left of customer name.

            All entries can be selected by checking box above Customer.

  4.      Select {Add} A results window will pop-up to confirm templates successfully

         added to catalog.

 

  5.      Select X to close pop-up results window.

 

Removing Template Items

Step     Action

  1.       Select {Template Items} on the right-hand side of screen to auto scroll to 

           Template Items section.

  2.      Select entries under Template Items to be deleted by checking boxes on the

             left-hand side. All entries can be deleted by checking box to left of {Add}

             under Template Items

  

3.      Select {Remove}. A results window will pop-up to indicate the selected 
         Templates have been removed from the catalog.
4.      Select X to close pop-up results window.