Approved Templates
Click on Approve then the template will navigate to the Approved tab.
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Edit Approved Template:
Click on “Approved Name “ or on the “Actions” dropdown and click on “Edit”.
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The user will be redirected to the “ Approved Template details “ page.
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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”.
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The user will be redirected to the “Approved details” page. Click on Actions and click on “Delete”.
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Copy Approved Template:
Click on “ApproveTemplate Name” or on the “Actions” dropdown and click on “Copy”.
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The user will be redirected to the “Approved Template details” page, Click on the “Actions” dropdown and click on “Copy”.
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