Template Setup Window

In the advanced template editor, you can click the Template Setup button to display a Template Setup window where you can modify:

• Basic template properties, including:

  • Title (name)

  • Description

  • Whether the template is preferred for the transaction type

  • Script ID, which is assigned automatically if you leave this field blank

  • Saved Search Template, which generates a template based on an existing saved search (only available for Saved Search templates)

  • Template inactivation, if required

• Template layout settings, including:

  • Page orientation

  • Page size

  • Margins

For information about options for saving templates, see Saving an Advanced Template

General Notices