Create a draft
If you don't have a firm template or a draft, then your starting point is to create a draft.
To create a draft:
-
Ensure that you have the Settings Admin role or similar. For more information, see Built-in roles and Assign security roles.
-
From the Cloud menu (
), select Settings (
) | <your product name> | Manage Template. -
Select Create Draft.
A draft template opens in a new tab. Make sure that this tab is not blocked by your pop-up blocker.
You can close your draft at any time and continue working on it later. Once you close the draft, the options available to you on the Manage Template page are Open Draft, Delete Draft and Publish Draft.
To continue working on an existing draft, select Open Draft. Select Publish Draft to apply the changes to new engagements.
If you're not satisfied with your draft, select Delete Draft to delete it and start a new one.
