How to manage templates - SOAP templates? – Apollo Help Desk | Training Document Repository

Managing SOAP templates in the application involves several steps to navigate through the settings, search, edit, delete, and copy templates as needed. Here's how you can do it:

Step 1: Log in to the Application

Begin by logging in to your application with your username and password.

Step 2: Navigate to Manage Templates

Once logged in, go to the Settings section.
In the Settings menu, select Manage Templates.

Step 3: Choose SOAP Templates

Under Manage Templates, you will see two options: SOAP Templates and Other Templates.
Click on the SOAP Templates button to proceed.

Step 4: View SOAP Templates

You will be navigated to the SOAP Templates page.
Use the Search button to view all available SOAP templates listed on the page.

Step 5: Understand the Template Listing

The listing includes the following columns:
- Template Title: The name of the SOAP template.
- Action: This column contains buttons for different actions, such as Section, Edit, Delete, and Copy Template.

Step 6: Manage SOAP Template Sections

To manage sections within a SOAP template, click on the Section button under the Action column.
This will navigate you to a new page that displays the Treatment Log section of the template.
On this page, you can:
- Add a new log by clicking on the Add New button.
- Use the Action column to edit or delete an existing section - treatment log.

Step 7: Add and Manage Questions

Within the Treatment Log section, you can add a new question by clicking on the Question Mark icon.
This allows you to include specific questions related to the treatment log.

Step 8: Edit SOAP Template

After managing the sections, you can return to the SOAP template listing to edit the entire template.
Click on the Edit button in the Action column to modify the existing SOAP template as needed.