Set Up COC Templates

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EQuIS 7  >>  EDGE > Setup Guidelines >

Set Up COC Templates

EDGE includes an example Chain of Custody (COC) template at …\EDGE\COC Template. This template is available for selection in the EDGE COC Manager.




1.View the selected COC template in Excel by clicking on COC Options from the ribbon.




2.Select Open Blank Template in Excel.




3.Save the project COC template in the COC template folder as as indicated below - (EDGE > Options > Working Folders),




4.Remove any files you wish to exclude from the COC drop-down list.