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After you have mapped the fields of the Source and the Target application of the Template or you have defined the Source and Target application of a Template, you will be prompted to turn on the Template. Unless you confirm it, the state remains OFF. You may choose to turn ON/OFF either at the time of creation or through the Templates screen later. Turning On a Template means activating a Template . Activated Templates are used to create Transactions.

Info
The Company administrator and IT User can activate a Template.

...

  1. Click Configure Templates.

  2. On the Templates screen, click Image Removed corresponding to the Template you want to Image Added to activate.


    Image RemovedImage Added

     

  3. Click Yes, turn On, when prompted to confirm.
    Image Removed
    Image Added

    The Template is now activated. You can use it in Transactions.

    Info
    (Image RemovedImage Added) corresponding to the Template indicates activated Template.

    Next Step

    Using a Template