Manage Templates

The Manage Templates option allows templates to be added and deleted. This only deletes templates from your local machine and will not affect anyone else unless you are on a Terminal Server.

In Letters section, click on Manage Templates.

The Manage Templates form displays.

Field

Description

Template List

Tick the boxes in the Delete column for the templates to be deleted.

The Blank document is required by Bp Allied and can not be deleted. If deleted, it will be recreated by the Letter Editor when it is opened next.

NOTE  The Blank document MUST be blank otherwise the Template drop-down list will not work.

Add... button

Click Add to add a new file to the templates list.

The file will automatically be inserted in the list.

Update button

Click Update to delete the documents ticked.

Cancel button

Click Cancel to cancel the delete. This will not cancel adding a file as this happens automatically when clicking Add.