This article will walk you through the different processes of managing your templates.
Templates are helpful when working with the same from repeatedly, like an Entry Notice in the case of residential lease. Creating a template Entry Notice for a property, allows you to just update the time and date of entry when sending the notice. Saving you from filling out the entire form, every time you need it.
Go to the Templates page on the left hand sidebar. Click My Templates to view the templates you already made and work with those, or click New Template to create a new one from scratch.
All of your templates will appear as a list within the templates page:
To create a new form from your template, edit your template, duplicate it, rename your template or delete it: Select the three dots on the right of your screen, next to the selected template.
When clicking New Template, a window will appear where you can choose the form you would like to create a template with. Once you've selected the form, it works the same as editing any other form. When you're happy with your template, click Save Template in the top right corner to save it. Make sure you give your template a clear and identifiable name.
