Navigate Here: Utilities > Templates > Dynamic Document Templates
You can browse all dynamic document templates and find a specific template on this screen.
A brief summary of each template is displayed in the table. The summary includes: Entity, Template Name, Update Date, and Is Default. By default, the records are sorted by Update Date in descending order.
You can quickly find the templates you want by using the search function. Enter search conditions in the search fields and click the Search button. The records will be filtered and the table will show the records that match the search conditions. Click the Reset button to clear the latest input.
You can add a new template by clicking the Add icon 
in the upper-left corner of the table. The system will then go to the Add Dynamic Document Template screen.
You can download the Dynamic Document Editor by clicking the icon 
.
You can download a template to edit in Microsoft Word by clicking the Download link in each row.
You can print a dynamic document based on a template by clicking the Print link in each row. The system will go to the Generate Dynamic Document screen.
You can edit a template by clicking the Template Name link or clicking the Edit icon 
in each row. The system will go to the Update Dynamic Document Template screen.
You can delete a template by clicking 
at the end of the row. The deleted templates will not be listed on the Generate Dynamic Document page of the corresponding business data entity.