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Accessing the Firm Template module

To access the Firm templates, simply:

  1. Ensure you are on the application Dashboard;

  2. On the top navigation bar, click on the Dashboard drop-down arrow and select Manage Templates;
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  3. You will then be taken to the Manage Templates module.

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Here, you will be able to Create, Rename, Edit or update the Status of the Firm templates.

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