A Template Group is a customizable label used to organize your job templates to make them
easier to locate.
Creating a New Template Group
Step Action
1. Select {Settings} and then select {General} under Dockets.
2. Select {Template Groups} on the right-hand side of screen to auto
scroll to Template Groups section.
3. Select {New} under Template Groups. A New Template Group modal
window will open.
4. Enter new template group name.
5. Select {Save}. A results window will pop up to indicate the template group
has saved successfully.
Editing a Template Group
Step Action
1. Select {Settings} and then select {General} under Dockets.
2. Select {Template Groups} on the right-hand side of screen to auto scroll to
Template Groups section.
3. Hover mouse over the name of template group to be edited and select the pencil icon
that appears on the right-hand side of the name. A modal Edit Template Group
modal will open.
4. Make required changes.
5. Select Save option. A results window will pop up to indicate the department
item group has been successfully saved.
Deleting a Template Group
Step Action
1. Select {Settings} and then select {General} under Dockets.
2. Select {Template Groups} on the right-hand side of screen to auto scroll
to Template Groups section.
3. Select entries under Template Groups to be deleted by checking boxes on
the left-hand side. All entries can be deleted by checking box to right of
{New} under Template Groups.
4. Select {Delete}. A window will pop-up to confirm selected items to be
deleted.
5. Select {OK} to delete selected items. A results window will pop-up to
indicate the selected template groups have been deleted.