Altair® Monarch® Server

 

Editing a Template of a Document Type

To edit a document template

  1. On the Navigation Tree, click Report Warehouse, then click Document Management and select Document Types.

  2. On the Document Types page, do one of the following:

    • Click the name of the document type you want to edit a template for.

    • Select the document type, by clicking anywhere on the row, and then click clip0003.

  1. On the displayed page, select the Templates tab at the top of the page.

  2. Do one of the following:

    • Click the name of the template you want to edit.

    • Select the template, by clicking anywhere on the row, and then click clip0003.

The Template page appears. For details about how to change its items see Adding a Template.

  1. Make the necessary changes.

  2. Click Save. The system saves the modified document template to the database and displays the updated Templates page, if the operation is completed successfully.