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Editing the Template

To edit the form template:

  1. Place the document into review using the standard TMS routing process. Refer to Initiating a Review for additional information.
  2. Check out the document and make the necessary changes.

If the form template does not need a signature, you can skip this step and go directly to the Move to Current and Publish functions.

  1. Once merging the information is approved for the template, a standalone signature can be used to have a formal approval for the template.