These are templates of the documents required to be presented under an Export Document Presentation. Where the list of documents required is standard, setting it up here allows a user creating a presentation to select the template list rather than needing to select each item individually every time.

Add a new template

From the template list, click on Add.

Enter a name for the template, tick each required item, select the number of original and copy documents required and enter any comments.  When all have been completed, Create Template.

Amendment an existing template

From the template list, click on the name of the template.  The existing details are displayed, make any changes then Update Template.

Delete a template

Click on the radio button next to the template to be deleted, then Delete. The template is immediately deleted.