How it works
The function allows for templates to be edited from within any excel workbook. This allows for easier management of templates. This function is only available to admin users.
To edit templates, simply follow these steps:
Step 2
In the Help and Support group of The Audit Toolbar, click on the Manage Templates dropdown and navigate to Edit Template.
Please note that this feature will only be available to admin users. Click the below link to find out more.
Step 1
From the Category drop-down, select the type of template that the template to be edited is.
Step 3
Within the group drop-down, select the group that contains the template to be edited.
Note: This drop-down is only applicable if the template type contains groups.
Step 4
From the Name drop-down, select the template to be edited.
Then click on Edit.
Step 5
Upon execution of the function, a new excel document with the template will be opened, with a window mentioning to save the workbook after editing.
On this document, make any and all changes required. then save and exit. The template will then be updated.
