Step 1: Templates (Negotiations, Promotions & Contracts), navigate to the templates section which is located within the Trading and Planning area and select edit & Send against the required template:


Step 2: Updating:

Step 3: Sending: Once all detail has been updated as required, click Save / Save & Send


Step 4: Templates (Cost Models), navigate to the templates section which is located within the Trading and Planning area and select edit & Send against the cost model template:


Step 5: Updating:


Step 6: Sending: Once all detail has been updated as required, click Save / Save & Share. You will then be prompted to complete details on who to share the event with.