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