Working with Closing Doc Stacking Templates

ClosedEdit a stacking template

  1. In the Stacking Templates section, select a template.

  2. In the Documents section, click the New icon to add a document to the template.

  3. To remove a document from the template, select the document, and then click the Delete icon.

  4. To move a document up or down in the list, select the document, and then click the up or down arrow.

  5. Click the Save icon.

ClosedCopy a stacking template

  • In the Stacking Templates section, select a template, and then click the Duplicate icon.

ClosedDelete a stacking template

  1. In the Stacking Templates section, select a template, and then click the Delete icon.

  2. Click Yes in response to the confirmation message.

     If a template is set as the default stacking template, it cannot be deleted.

ClosedRename a stacking template

  1. In the Stacking Templates list, double-click a template to make the name editable.

  2. Type a new name, and then click anywhere on the screen to save your changes.

ClosedSet a default stacking template

  • In the Stacking Templates section, select a template, and then click Set as Default.

    This template is used as the default stacking template when users order closing documents.