General - Template Groups


Overview

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.