Templates
The Manage Templates page includes templates for all libraries where you have originator permission. There is one type of template: Excel Templates.
- Excel Templates (Standard or Custom Solution Libraries)
Excel templates
Transaction, Query (“Standard”) and Custom Solution library templates for which you have originator permission are on the Excel Templates page. On this page, you can:
- View and download Transaction, Query and Custom Solution library templates and submit them as documents.
- Mark templates as favorites, which will mean they appear at the top of
the page.
Excel templates: Grid View and List View
You can switch between an Excel template Grid View and List View.
In the grid view, Excel templates are displayed in tiles – with Solution
and Library names included on each tile. Click on a tile to download the
Excel template and submit it as a document.
In the list view, the Excel templates are displayed in a table. You can apply filters on this table. The list view includes the following details for each Excel template:
- Title
- Type
- Library Name
- Description
- Creation Date
- Download Link
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