How to Create a Template

Modified on Fri, 13 Aug, 2021 at 11:25 AM

1. First, you will want to navigate to Plan Review>Configuration>Templates.

2. Next, you can either add a new Template Category or a New Template.

3. If you add a Template Category all you must do is select the Template Type and then add a Title to your Template.

4. If you add a New Template you will need to add a Title, choose the Template Type and Category. Next, you will add the text to your template.

5. Once you have created the Template Categories and New Templates you can use these to create your Custom Documents as well.