Pre-Installed Templates
Included as part of your package are some basic template example. These will give you a a good understanding of some of the functionality available to you.
These are accessible to view as a list and duplicate from Template Manager.
READ MORE: Template Manager
Tip: Save time by duplicating a default template and only edit the changes you require.
READ MORE: Duplicating a template
These are accessible to use via the Paperwork Button and Communication button located on most screens.
READ MORE: Paperwork Button and Communication Button