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