Document Designer Templates Page
Overview
Admins can manage all Document Designer templates from all Commerce Processes on the Document Templates page. Document Designer templates can be created, opened, copied, or deleted on the Document Templates page.
Accessing the Document Designer Page
- Click Admin to go to the Admin Home Page.
- Click Document Designer under Commerce and Documents.
Administration
Using the Document Templates Page
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Only Document Designer templates within the Commerce Process that is selected in the Commerce Process Selector drop-down will appear in the list. |
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Click the name of a Document Designer template to open that template in the Document Designer editor. Names of deployed templates appear blue, while names of undeployed (either never deployed or modified since the last deployment) templates appear red. |
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Select the checkbox next to the template whose references you want to check, or select the checkbox for the templates you wish to copy or delete. |
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Hovering over a column name reveals a Sort By icon. Click the icon to sort the templates by the column data. Click the icon again to change the direction of the sort. |
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The Admin Action Bar contains four buttons:
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If multiple pages of templates are available, use the Page Navigation options to navigate between pages in the list. |