- Log in to the system.
- From the Modules menu, click Template Library.
- The Template Library page will display a list of templates that have already been uploaded to the system.
- Locate the template you want to approve and click the checkbox on the far right of the template.
- Scroll to the bottom of the page. From the Action drop-down menu, select Approve Template.
- Approve Template – Changes the template status to Active.
- Pending – Changes the template status back to Pending Approval.
- Deactivate Template – Changes the template status to Deactivated.
- Click Go to apply the selected action.
- The template's status will automatically change based on the option you selected.
Note: Always confirm the template you have selected before clicking Go, as the action will immediately update its status.