How it works
The function allows for template groups to be renamed from within any excel workbook. This allows for easier management of templates. This function is only available to admin users.
To rename template groups, simply follow these steps:
Step 1
In the Help and Support group of The Audit Toolbar, click on the Manage Templates dropdown and navigate to Rename Group.
Please note that this feature will only be available to admin users. Click the below link to find out more.
Step 2
From the Category drop-down, select the type of template that the template group to be renamed is within.
Step 3
Within the group drop-down, select the template group to be renamed.
Note: If this drop-down is not available, it is because the template type selected in the step above does not contain template groups.
Step 4
Enter the new name of the template group.
Then click on Rename.
Step 5
Upon completion of the renaming, a new pop-up window will appear, indicating the successful renaming of the template group.
