UC Davis
    FAQ  ‌  Training  ‌  What's New  ‌  Ask For Help  ‌  Search    

Templating a DaFIS Document

Before You Start . . .

Step-by-Step . . .

1 Locate the document that you want to template, either from your In Box or on the Document Search Screen.
2 Open the document.
3 From the menu bar select the Workflow option.
4 Select Template from the drop-down menu.
5 Make any changes that are necessary on your new document.
6 Press OK to route the new document for approval.
7 Click Quit on the original document.

Please consider the environment before you print this web page.
This site is a service of Accounting & Financial Services. Questions? Contact us.
© UC Regents, Davis campus. All rights reserved.