Create/Edit/Delete Project Templates

Project templates serve a crucial role in defining the status codes to be captured and the information to be displayed in reports.

The process for creating, editing, and deleting project templates is as follows:

To Create a New Project Template:

1. Click "Management" and select "Project Templates."
2. Click "New" to create a new template.
3. Select the "Client" option.
4. Enter the desired "Name," "Status Codes," "Complete Types," "Remap Status," "Remap Header," and "Remap Response" details.
5. Select the preferred "Report" and "Template Type."
6. Click "Create" to save the new project template.

To Edit an Existing Project Template:

1. Click "Management" and select "Project Templates."
2. Locate and select the template you wish to edit.
3. Click "Edit" to make the necessary updates.
4. Once finished, click "Save" to apply the changes.

To Delete a Project Template:

1. Click "Management" and select "Project Templates."
2. Identify the template you want to delete and select it.
3. Click "Delete" to remove the template.
4. Confirm the deletion by clicking "Save."