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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 image 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 image Save.
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