Modifying or Deleting a Template

Access the Work With Proposal Generation Templates form.

1. On the grid, find and select the template that you want to modify.

   Click the Select button.

2. Use the Update BI Publisher Object in Repository form to change the description, product code, or product system code. Click OK.

3. To delete the template, select the template on the Work With Proposal Generation Templates form that you want to delete, and then click Delete.

4. Click Close when you are finished modifying or deleting the templates.