Marking a Template as Active or Inactive

Templates that you mark as inactive cannot be selected for use in a client profile. However, if a template is already selected as the default for a client, you can continue to use it for that client even after the template is marked inactive.

Note: When a template is inactive, its name displays in a faded gray or faded blue color in the Invoice and Statement Content Manager navigation pane. Gray text indicates a system template, while blue text is used for templates created by your firm.

To mark a template as inactive, do the following:

  1. the Invoice and Statement Content Manager.

  2. In the Templates section of the navigation panel, right-click a template and click Edit
  3. Select the Template is active check box to make the template active, or clear the check box to mark the template as inactive.