Templates

VIDEO: Templates Tutorial
Mon, 26 Sep, 2016 at 4:04 PM
How do you create a new template?
*Please view our article on 'Creating Personalised Templates'. The given link is a redirection to the subsequent article...
Sat, 8 Apr, 2017 at 2:52 PM
How do you move a template from 'Your Templates' into 'Company Templates' and vice-versa?
A template in 'Your Templates' can be moved into 'Company Templates' by simply clicking on the ‘Move to Company Templates’ bu...
Mon, 26 Sep, 2016 at 5:02 PM
How do you create a report from an existing template?
A report can be created from an existing template by clicking on the 'Start Report from Template' button. The ‘Start Report from Template'...
Fri, 15 Jun, 2018 at 9:30 AM
How do you search for a template?
On the ‘Templates' page there is a search option located above the templates table; this is outlined in red below.  A template can be ...
Mon, 26 Sep, 2016 at 5:03 PM
How do you delete a template?
A template can be deleted by clicking on the ‘Delete Template’ button. The ‘Delete Template' button is outlined in red below. The ‘Dele...
Sat, 8 Apr, 2017 at 2:53 PM
How do you rename a template?
A template can be renamed by hovering the mouse over the name of the template; this will prompt a ‘Rename’ button to appear to the right of the templat...
Sat, 8 Apr, 2017 at 2:54 PM
How do you open/edit an existing template?
An existing template can be opened and edited from the ‘Template’ page by clicking on the title of the template.   Alternatively, on the ‘Te...
Sat, 8 Apr, 2017 at 2:54 PM
How can you duplicate a template?
A template can be duplicated by clicking on the ‘Duplicate Template’ button. The ‘Duplicate Template' button is outlined in red below in screen captur...
Fri, 22 Jun, 2018 at 9:50 AM
How can you lock/unlock templates?
When editing a template, the suitability system has a function which 'locks' the template if the user exits the edit template session abruptly, wi...
Mon, 9 Jul, 2018 at 9:14 AM