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 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.