Einen Entwurf erstellen

If you don't have a firm template or a draft, then your starting point is to create a draft.

To create a draft:

  1. Stellen Sie sicher, dass Sie über die Rolle Einstellungen-Administrator oder gleichwertige Rechte verfügen. Weitere Informationen finden Sie in Vorgegebene Rollen und Zugriffsrollen zuweisen.

  2. Wählen Sie im Cloud-Hauptmenü () den Eintrag Einstellungen () | <Ihr Produktname> | Vorlage.

  3. 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.