Approved Templates
Click on Approve then the template will navigate to the Approved tab.
Edit Approved Template:
Click on “Approved Name “ or on the “Actions” dropdown and click on “Edit”.
The user will be redirected to the “ Approved Template details “ page.
The user can Edit the details and click on the “Save/Submit” button.
Note:
- After editing user clicks on Save then the template navigates to the Drafts page
- After editing user clicks on Submit then the Template navigates to the Sent/Submitted page.
Delete Approved Template:
Click on the” Approved Template Name ” or on the” Actions” dropdown and click on “Delete”.
The user will be redirected to the “Approved details” page. Click on Actions and click on “Delete”.
Copy Approved Template:
Click on “ApproveTemplate Name” or on the “Actions” dropdown and click on “Copy”.
The user will be redirected to the “Approved Template details” page, Click on the “Actions” dropdown and click on “Copy”.