Customization - Editing the template
Financials is installed as a template that can be accessed from Working Papers. To use Financials as a template author, you must open this template for editing. For more information on Authoring in Financials, click here.
To access the Financials template, you must first open Working Papers.
- In Working Papers, select Templates from the side panel.
From the Templates dialog, select the Financials template. Note: The name of this template depends on your product.
- Click Edit.
The template is opened for editing.