Creating new templates

To create a new Firm template, simply:

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

1. Click on "New Template" to expand the New Template form section;
   

2. Type the name of the new template you wish to create in the "Template Name" field;
   

3. 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

4. Click on the Create button;
   

5. 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.