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Creating new templates

To create a new Firm template, simply:

  1. Go to the "Manage Templates" module from the Dashboard dropdown;

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  1. Click on "New Template" to expand the New Template form section;
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  2. Type the name of the new template you wish to create in the "Template Name" field;
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  3. Select an Industry Template from the "Related Industry Template" dropdown;
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    Note: File created using this template will be counted towards the subscription with the Linked Industry Template
  4. Click on the Create button;
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  5. You have now successfully created your new template and you will be taken to the blank template.mceclip6.png

 

WARNING: Select the Related Industry Template carefully as it cannot be changed once the Firm Template is created.

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