Transfer a document template from one document location to
another.
This process only moves
document templates that have been set up using
PM Create & Send Templates . If you created document templates outside
of the application, you cannot move them using this process until they are set up in PM
Create & Send Templates.
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Open PM Create & Send Templates and select
.
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Select where the
document template will be moved from in the Source field. Press F4 to
select a document location from a list.
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Select where the
document template will be moved to in the Destination field. Press F4
to select a document location from a list.
-
Select the template you
would like to move in the list box.
Note: The list will not include document
templates that are saved in both the source and destination document
locations. This list will also only include document templates that have
been set up in PM Create & Send Templates.
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Click Copy when complete to move the selected document templates.
