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Publish a Template

Publish a TemplateΒΆ

To use a template in an integration, you must publish it.

Tip

To avoid unexpected problems, test the template with a sample file before you publish it.

To publish a template:

  1. Click Templates in the left navigation pane.
  2. Find the template you want to copy:
    • Search by template name or description.
    • Filter templates by partner, RCX process, status, or the user who last updated the template.
  3. Click the Edit icon () in the Actions column, or click the template name and then click Edit in the upper right corner.
  4. Click Publish in the upper right corner.

See also: