Quantum VS Help: System Administration

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Editing And Deleting Print Group Templates

To edit or delete an existing Print Group Template:

 

Note: User Permissions and Roles control which features related to Print Group Maintenance a User/Role may access. See Print Group Maintenance: User Permissions And Roles.

 

1.      Select Print Groups in the Finder. See Finding Print Groups.

 

2.      Click the Name hyperlink to view the required Print Group:

 

FileM_PrintGroupView.gif

 

The selected Print Group record is displayed - see Viewing Print Groups And Templates. At this point the Print Group is in Enquiry (read-only) mode.

 

3.      Click Amend on the Toolbar:

 

FileM_PrintGroupAmend.gif

 

The Edit Group, Delete Group, Add Template, Edit Template, Delete Template and Delete Document(s) buttons are now available on the Toolbar. (Click Enquiry if you wish to return to Enquiry (read-only) mode.)

Editing A Print Group Template

To edit one or more selected Print Group Templates:

 

Note: User Permissions and Roles control which features related to Print Group Maintenance a User/Role may access. See Print Group Maintenance: User Permissions And Roles.

 

1.      After following the steps above, check the box next to the Template(s) you wish to edit.

 

2.      Click Edit Template(s) on the Toolbar.

 

3.      The Edit Template window is displayed, showing details for the first Template you selected. Edit the fields as described in Adding Print Group Templates.

 

4.      Click Save. The Edit Print Group window is closed and details of the edited Print Group are saved.

 

5.      If you selected multiple Templates to edit, repeat the above procedure until you have edited all of the selected Templates.

Deleting A Print Group Template

To delete a selected Print Group Template:

 

Note: User Permissions and Roles control which features related to Print Group Maintenance a User/Role may access. See Print Group Maintenance: User Permissions And Roles.

 

1.      After following the steps above, check the box next to the Template(s) you wish to edit.

 

2.      Click Delete Template on the Toolbar.

 

3.      Click Yes to the 'Are you sure you want to delete the selected template(s)?' dialogue.

 

The Template is deleted and is no longer visible within the Print group record.

 

Note: This procedure does not delete any of the Documents associated with the Template. To delete Documents from the server see Deleting Documents.

 

NEXT: Deleting Documents