NOTE: The edit and remove functions are available while viewing a custom file template.
- Select Records Management| Administration | Manage File Templates. The Manage File Templates screen opens.
- Click the template name or select View from the Action drop-down to the right of the file. The file template opens with the File Fields tab screen displayed.
- Click the tabs to view the different screens:
- File Fields tab: Displays the required, enabled and disabled fields on the file template
- Organisations tab: List of the customers, divisions and departments assigned to the file template
- History tab: Change history for the custom file template, starting with the template's creation and including notations when changes were made and by whom
- When you have finished viewing the custom file template, click Close to return to the Manage File Templates screen.
See Also
