Creating account styles from template

Use the account style wizard to create account styles from predefined template account styles in IBM® Envizi ESG Suite.

About this task

You can select an account style template from one of several libraries. Envizi ESG Suite will continue to add more libraries of template account styles.

Procedure

  1. Click Actions > New from template.
  2. In the Template list, select a library of template account styles.
  3. To review the account styles that are available in the library, click Next.
    A list of account styles that are available in the selected template is displayed.
  4. Select one or more account styles to copy.
  5. To view the names of the newly created account styles, click Next.
    The system validates that the new account style names do not conflict with existing account styles.
  6. To create the new account styles, click Next.
    A validation message confirms that the account styles have been created.

Results

The new account styles are now available for use. You can edit and adjust the account styles as required.