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A certificate template simplifies creating a new certificate by reusing existing information, such as consignors and consignees. You may add, update, or delete certificate templates at any time.
If you have no templates listed or you would like to have additional templates available for creating certificates in the future, complete the following steps:
| 1. | To manage certificate templates, select the Manage Template Data link at the left side of the screen.
RESULT: The Manage Certificate Templates page appears with a table displaying available templates. The table includes Template Name, Consignor, and Consignee. |
| 2. | To start a new certificate based on a template, find the template and click the corresponding Start New Cert button.
RESULT: The Certificate Content page appears. Follow the Certificate Step by Step procedures to create a certificate. Refer to the Create Certificate topic for further details. |
| 3. | To update a template, find the template and click the corresponding Update button.
RESULT: The Template Details page appears and you enter information to be saved in the template. Refer to the Template Details Page Overview topic for further details. |
| 4. | To delete a template, find the template and click the corresponding checkbox in the Delete column. Then click the Delete button at the top of the column.
RESULT: The Confirmation page appears.
Click Yes to confirm deletion or No to cancel the deletion. |
| 5. | To create a new template, click the Create New Template button.
RESULT: The Template Details page appears and you enter information to be saved as a new template. Refer to the Template Details Page Overview topic for further details.
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See Also
Manage Template Data
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