Working with Templates

For background information, see: About Templates, About the Reporting Helper

Lets you change which template is used in the report. Reports that have been approved and contain addendums cannot change templates.

To change the template:

  1. Double-click the new template from the Reporting Help or right-click the template and select Insert.

  2. If the report already has text added, a message appears confirming that you want to replace the template. Click Yes to replace the text with the new template.

 

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