Changes

Template Page

710 bytes added, 16:52, 29 August 2013
Accessing the Template Page
To access the Template Page for a [[Level 1 Template]] or [[Types|Level 2 or 3 Type]]:
# Go to the [[UTA Settings Page]].
# For Level 1 Templates, click on the "Templates" hyperlink. For Level 2 or 3 Types, click on the "Types" hyperlink.
# On the left-hand list of Templates or Types, click on the hyperlink for the Template or Type for which you want to configure a ''Template Page''.
# At the top of the Edit Template/Type page, click on the "Template Page" button.
:[[Image:L1-GettingtoTemplatePage.png|link=|500px]]
:You have now accessed the Template Page configuration screen.
 
To access the Template Page for a [[Transaction]]:
# Go to the [[Global Settings]] page.
# Under the [[Company & Account Settings]] header, click on the hyperlink for ''Transaction Types''. [[Image:TransactionTypeChooser.png|thumb|Choose from ''People'' or ''Company'' Transaction Types]]
# On the left-hand list of Templates or Types, click on the hyperlink for the Template or Type for which you want to configure a ''Template Page''.
# At the top of the Edit Template/Type page, click on the "Template Page" button.
:[[Image:Transactions-GettingtoTemplatePage.png|link=|500px]]
:You have now accessed the Template Page configuration screen.
8,849
edits