Edit Template

Edit Template helps you create and manage approval templates in WPS Teams. It provides the tools you need to configure template basics, form fields, approval flows, and advanced permissions, making approval setup more efficient and helping you accomplish custom workflow design with ease. With Edit Template, you can define template name, icon, group, visibility, and administrators; build forms with text, choice, date, contact, department, number, amount, attachment, image, and description controls; adjust field settings and order; set approvers and carbon copy recipients with different selection methods and rules; and configure withdrawal, printing, and access permissions. Whether you're building new approval processes, updating published templates, or managing existing templates through edit, disable, transfer, copy, delete, and search actions, Edit Template helps you stay productive. Choose the documentation below that best matches your needs to learn more.