Search TipsState Export Account Template
State Export Account Template allows users to create and manage Account Templates for individual states.
Search and Edit
- Enter a Template Description into the
field to search for an account. -
Click
icon. The Edit Account Template form will display.
-
Click the
link to add a new element to an existing account template. The Add New Element form will display.
- Enter the element name and value in the Element Name and Element Value fields.
- Click the
button.
- Click the
- Click the
icon to view additional information about elements.- Click the
button.
- Click the
- Click the
button.
Add Account Template
-
Click the
link to add a new account template. The Add Account Template form will display.
- Select a type from the Account Type drop-down list.
- Enter a description in the Template Description field.
- Click the link to add a new element to an existing account template. The Add New Element form will display.
- Enter the element name and value in the Element Name and Element Value fields.
- Click the button.
- Click the
- Click the icon to view additional information about elements.
- Click the button.
- Click the
- Click the button.
Delete Account Template
-
Click the
icon. A new window will display.
- Click the
icon. A message will display. - Click the
button.
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School LINQ Help, updated 01/2021