Updating Shell Templates
You (the Administrator) can create or update Shell Template components from another Shell Template.
Within a shell template, you can use the Update Shell Templates (toolbar option) and push the shell template data from source shell template to destination shell template or shell templates of the same shell type for the following modules:
- Access Control
- Business Process and Workflow Setups
- Gates
- Dashboards
- Rules
- Cash Flow
- Commitment Funding Sheet
- Document Manager
- Schedule Sheets
- Custom Calendars
- General Spends SOV
- Payments SOV
- Summary Payments SOV
The following topics explain the details.
In This Section
Business Process and Workflow Setups
General Spends (SOV Structure)
Payment Applications (SOV Structure)
Summary Payment Applications (SOV Structure)
Reports (User-Defined Reports)
Last Published Monday, August 28, 2023