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Retrieving and Editing Templates

You can retrieve all templates to edit their configuration. When you retrieve templates, the default template appears at the top of the search results.
From the list of retrieved templates, you can initiate editing or deleting of a template. You can also designate a retrieved template as the default template.
Follow these steps to retrieve and edit your templates:
  1. Log in to your
    Business Center
     test or production account.
    If have a branded URL, use the URL provided in your confirmation email.
  2. On the
    Business Center
    's left navigation panel, choose
    Portfolio Management > Portfolio Tools > Template Management
    .
    The Template Management page appears.
  3. To retrieve templates for a service, choose from the Products drop-down menu, and then click
    Search
    .
    A list of the existing templates appears.
  4. To examine and manage the template list, you can perform these actions:
    • To change which template is designated as the default template, click the
      Make Default
       icon ( ) in the Make Default column.
    • To edit a template's details and configuration, click (Edit). The Edit Template screen displays with options to choose from.
    • To delete a template, click (Delete). A warning pop-up window displays. Click
      Confirm
      .
    • To sort a list, click (Sortable) next to the column heading, if available.
    • To filter a list, enter a text string into a text box below a column title, if available.
    • To view the details about a specific template, click the name in the
      Template Name
       column.
    • To retrieve the default template, enter
      YES
       into the field under the
      Default
       column.
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