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 to create Transactions.

Only a Company administrator and an IT User can activate a Template.

To activate a Template:

Click Configure > Templates.
On the Templates screen, click to activate.

indicates deactivated Template.
Click Yes, turn On, when prompted to confirm.

This activates a Template. You can now use it to create Transactions.

() to the Template indicates activated Template.

Next Step

Granting Template Access

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