Editing Document Template Properties

Only the name, description, category, and product visibility may be edited for a document template if you have the Reports Administrator security attribute assigned to you. Only a user with Reports Administrator rights can create filter categories (done using the Lookups component in Suite Manager).

To Edit Document Templates:

1. On the Reports List page, click Documents.
2. Select a template and click Edit.
   
3. On the Reports dialog box, make changes to the name, description, category, and/or product visibility of the document template as needed.
   
4. Click Save.