To create a new Firm template, simply:
Go to the "Manage Templates" module from the Dashboard dropdown;
Click on "New Template" to expand the New Template form section;
Type the name of the new template you wish to create in the "Template Name" field;
- Select an Industry Template from the "Related Industry Template" dropdown;
Note: File created using this template will be counted towards the subscription with the Linked Industry Template
Click on the Create button;
You have now successfully created your new template and you will be taken to the blank template.
WARNING: Select the Related Industry Template carefully as it cannot be changed once the Firm Template is created.