Document Management
How To and Troubleshooting
The Report Template interface allows you to easily manage all the report templates, created on the Resource Portal. You can download or delete report templates, search for any specific report template, or even sort the header information alphabetically or by the latest date by clicking on the specific header.
In the Permissions dialog that appears, set the Action option to any of the following options based on your requirements.
Select the sharing permission which you want the roles to have on the selected documents -
Select categories icon to edit report template categories
Click OK.