Viewing and Editing Templates - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Configuring-Templates/Template-Groups-and-Templates/Viewing-and-Editing-Templates - 2023-12-11

Release of Information (Unity)
Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

Depending on your rights, you can view and edit existing templates.

To view and edit a template:

  1. Click Open Template.

    The Open Template dialog box is displayed. By default, each template group is expanded to display its associated templates:

  2. To filter the list, type the name of the desired template or the template group the desired template is associated with. The list is filtered as you type.
    Tip:

    You can type any part of the template or template group name to yield results. For example, if you are searching for HR - Offer Letter, you can type letter to display any template or template group names containing letter.

    Click the triangles to the left of template groups to collapse or expand template groups as needed.

  3. Select the desired template.
  4. Click Open.
    The template is opened and displayed.
  5. Edit the document as desired.
  6. Click Save Template to save your changes.