Edit Vendor Templates

Once a vendor template has been created, you can edit it at any time in the Vendor Templates work area.

To edit a vendor template:

Note: Only administrators have access to the Vendor Template work area.

Open Sync Plus. The QC Workstation start page displays.
Click the Vendor Templates button at the top of the start page.
The Vendor Templates work area opens. Click the Edit Template button in the ribbon bar at the top of the work area.
The Edit Vendor Template dialog box displays. Update the information in the dialog as needed.
- Template Name: The name associated with the template.
- Color Theme: Select the colors you would like displayed on the template, including the main, accent, and text colors. The preview box updates to display the colors you select.
- Vendor Phone Number: Your organization's phone number, to display at the bottom center of the template.
- Vendor Website: Your organization's website, to display in the bottom-right corner of the template.
- Vendor Email: An email address associated with your organization that you would like to promote, to display in the bottom-left corner of the template.
In the Include section, select the parameters you would like displayed on the template. Click the check box beside the parameter to include it in the template. Options include:
- Case Name
- First name of deponent
- Middle name of deponent
- Last name of deponent
- Date
When finished, click the Save button. Any changes made to the template are saved and the dialog closes.