Manage Homeowner Portal Templates
Manage Homeowner Portal Templates
To create a new template, select Template > Launch Template Wizard. (See Using the WebAxis Template Wizard.) If you are using universal navigation, click Associations > Setup > Launch Template Wizard.
To display a list of existing templates:
Select Template > Manage Templates or click Pending Templates on the Templates home page. The Manage Templates screen displays. If you are using universal navigation, click Associations > Setup > Launch Template Wizard.
Select an option from the View drop-down.
Search for a template using any of the following criteria:
Name
Description
Status
Last Update
Current Step (last stopping place when editing a template if it is not completed)
To resume working on a pending template, click Resume on the Manage Templates screen to return to the last step worked on in the wizard. Skip to Step 6 if the template is complete.
To disable a template, click Disable on the Manage Templates screen. If the template is already assigned to an active association or is the association's default template, assign another template before trying to disable the current one.
To copy an existing template:
Click Copy on the Manage Templates screen.
On the Copy Template screen, enter the new Name and Description (if desired).
Click Save.
The copied template may then be edited as needed by clicking Resume on the Manage Templates screen. The benefit of copying a template is that all pages and content from the original are kept, and items can be removed or modified as needed.
For next steps, see Using the Template Wizard.
NOTE: The Current Step status must be marked as “Completed” under Template/ Manage Templates in order for the template’s settings to take effect.