Document Management
Template Management
Template Management allows users to create, edit, organize, and manage templates within the system. This Section represent the Templates with below features
- New Folder : Click on the New Folder to create a new folder.
- Rename : Allows users to change the name of an existing template to keep it relevant or make it more descriptive.
- Delete: This action allows users to remove a template permanently from the system. Useful for removing the outdated, irrelevant, or duplicate templates, helping to keep the template library clean and organized.
- Show Structure : This option provides users with a detailed view of the template’s structure. It displays the layout, fields, sections, and configurations defined in the template, allowing users to review and understand the template’s setup before using or modifying it.
- User will be able to view the properties for the selected Template folders
- Click on folder in Template below options are displayed :
- Rename
- Delete
- Show Structure
- Refresh