Create a new template from a template or delete templates
Steps to Create or Delete Templates
- Select “Rates” > “Create Rate Docket”
- Open the “Create From Template” tab
- To create: select one checkbox and choose “Create Rate Using Selected Template”, edit as needed
- To save as a template, select “Save as Template”, name it, then select “Save” - To delete: select one or more checkboxes and choose “Delete Selected Templates”
- In the confirmation pop‑up, select “Delete” to proceed