Working with eDisclosure Stacking Templates
Jun 30, 2026
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| Working with eDisclosure Stacking Templates Edit a stacking template In the Stacking Templates section, select a template. In the Documents section, click the New icon to add a document to the template. To remove a document from the template, select the document, and then click the Delete icon. To move a document up or down in the list, select the document, and then click the up or down arrow. Click the Save icon. Copy a stacking template In the Stacking Templates section, select a template, and then click the Duplicate icon. Delete a stacking template In the Stacking Templates section, select a template, and then click the Delete icon . Click Yes in response to the confirmation message. If a template is set as the default stacking template, it cannot be deleted. Rename a stacking template In the Stacking Templates list, double-click a template to make the name editable. Type a new name, and then click anywhere on the screen to save your changes. Set a default stacking template In the Stacking Templates section, select a template, and then click Set as Default . This template is used as the default stacking template when users generate initial disclosures . |
