Managing Templates

After you have created templates (see Creating a New Template), you can use the following procedure to manage your templates (Clone, Edit, or Delete).

1.

At the Service Center, click the Template down arrow and select Manage Templates.

You can also access the Manage Templates dialog box by clicking New Case > New Template and then clicking Cancel.

The Manage Template window opens.

2.

Select the template from the list.

3.

Use the buttons to the right of the list for make the following changes:

○ New opens the Edit Template with a default template name.

○ Edit opens the Edit Template dialog box for the selected template.

○ Clone opens the Edit Template dialog box with the information from the currently selected template, but with the “New” prepended to the name to make a copy.

○ Delete deletes the template from the list of available templates

4.

Make any desired changes and then click Save.