General - Editing a Template Group

A Template Group is a customizable label used to organize your job templates to make them easier to locate.

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. A pencil icon 

             will appear on the right-hand side of the name. Select the pencil icon. A 

             modal Edit Template Group window 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.

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