Start a rate docket from an existing template
Steps to Create From Template
- Select “Rates” > “Create Rate Docket”
- Open the “Create From Template” tab
- Select a template checkbox
- Select “Create Rate Using Selected Template”
- Review pre‑filled data and complete required “*” fields
- Choose an action: “Save as Template”, “Save as Draft”, “Validate”, “Transmit”, or “Export”