Publishing Templates

Before a template can be used to create an offer, it must become published. Templates can enter the Published stage from both the Draft stage and Archived stage.

To publish a template:

1. Go to the Template List View.

2. Click the checkbox next to the draft template you wish to publish.

3. Click the Edit button.

4. In the Template window, click the Status dropdown menu.

5. Select Published.

   Once a template is published and no longer in the Draft stage, it cannot be deleted; it can only be archived.

6. Click the Save or Save and Close button. The list page is refreshed and you see the template is currently in the Published stage.