Making a change to a template manual
Baldwin Template Manual Overview
A Baldwin Template Manual enables automatic updates to draft policies when there are regulatory or industry-standard changes, or syntax adjustments, directly inserted by Baldwin.
Impact of Customizing a Baldwin Template Manual Policy
Manual Administrators can modify or personalize template policies. However, if a change is made to a template policy, that policy becomes an "exception" and goes "off-template." Automatic updates will no longer apply to this policy. Manual Administrators will still receive notifications about recommended changes, allowing them to decide whether to adopt these updates for the custom policy.
Notification Example
Notifications for recommended changes provide a summary of the updates, guiding administrators on potential modifications to keep custom policies current.
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Making a manuals change request
Making a Manual Change Request To submit a Change Request in a manual, follow these steps: Highlight the Text: Select the portion of the policy you wish to modify. Open Annotation: When the annotation icon appears, click on it. Enter the new content ...
Adding attachments to manual change requests
Who Can Add Attachments? Only Manual Administrators can add attachments to a Change Request. Steps to Upload Attachments to a Change Request Locate the Open Change Requests After submitting a Change Request, go to Content View. The Open Change ...
Publishing a manual
Publishing a Manual Manual Administrators can publish a manual once all changes have been reviewed and approved. Here’s how to do it: Check Change Status Bar: Ensure all fields under the Change Status Bar show zeros for Changes In Progress, Needing ...
Approving or Rejecting Changes in a Manual
Who Can Approve or Reject Changes? Only users assigned as Manual Administrators can approve or reject Change Requests. Steps to Approve or Reject Changes Notification of Completion Once Baldwin completes a Change Request, a notification is sent to ...
Font Styles in the Manual Table of Contents
Font Styles in the Manual Table of Contents Manual Administrators will see different font styles in the Table of Contents of the Manual Interface. Here’s what each style indicates: Standard – Policy is on template and no changes were made. Bold and ...