Editing Master Quick Templates

You can edit the Master Quick Templates that you create or that you are authorized to edit.

To edit a Master Quick Template

  1. Open the container and item for which you want to modify a template.
    1. Click the Administration tab.
    2. In the appropriate section. click the name of the container or click Manage to open the cage. Then double-click the container.
    3. In the left pane, click the item link (such as Record Definitions in workspaces or Contacts in address books).
      The Items page appears.
    4. Double-click the item that contains the template.
      The item details page appears. 
  2. In the left pane, click Quick Templates.
    The Quick Templates pane appears.
  3. Select the template you want to modify and click Edit.
  4. Modify the fields as needed.
    For more information, see Configuring Master Quick Templates.
  5. Click Save Quick Template.
  6. Publish the container to implement your changes:
    1. In the breadcrumb trail, click the container link.
    2. Click Save and Publish.
      A confirmation message appears.
    3. Click Yes.
      The Publication Succeeded message appears, showing the number of errors and warnings.

Related topics

Creating subtask templates

Editing Master and subtask templates

Deleting Master and subtask templates

Using Master Quick Templates

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