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Cloud-delivered Case ManagerCase Manager Documentation

Edit a Template for Exporting Incidents

Make changes to an existing template you created.

  1. In CASE MANAGER, click EXPORT.

  2. Click ALL TEMPLATES, then select the template you want to edit.

  3. Add or remove incident fields from the template.

  4. Click Save. The template is updated.

  5. To use the template you edited to export incidents, click EXPORT.