Activating a Template

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.

To activate a Template:

1. Click Configure > Templates.

2. On the Templates screen, click  to activate.

   indicates deactivated Template.

   
   

    

3. 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