Defining Shell-Specific Custom Print Templates for Business Processes
In addition to editing shells that you have permissions for, you can view all Custom Print Templates and define them at the shell level. After you choose a shell template in the Company Workspace tab, select 
in the upper-right corner of the dashboard, and then select Details. In the Details window, a Custom Print Template tab is available.
The Custom Print Template tab contains a short description detailing its functionality and an Add Selective Custom Print Templates checkbox. The checkbox is deselected by default, which means every template that is available for BPs is available at run-time. If the checkbox is selected, only the selected templates are available at run-time and the user can add them to the shell.
Upon selecting the checkbox, a grid is displayed with 
Add Templates and Find on Page 
options. When you select Add Templates, a new window is displayed where you can select a Business Process from the list.
After you choose a BP, you can select the custom print templates that you want to add in the shell. The options for custom templates include all Published and Legacy templates.
After you select one or more templates, you can add them to the Selected Items list by selecting the Right arrow. If you want to remove a template from the list, select the template, and select the Left arrow. After selecting Save, the Add Custom Print Template window is closed and the chosen templates are displayed in the previous grid.
To delete a newly added template, select Delete 
in the far right column of the grid. To find a specific template, select Find on Page.
Last Published Friday, December 12, 2025