Using Templates

Choose your template based on the job type or to customize options for your customer.

Choose an Introduction Page Template

1. Open any project and open a report for editing.
2. Navigate to the Introduction page.
3. Click on View templates.
4. Select either My Templates or Shared Templates.
5. Choose the template you want to use and click on the green checkmark to apply the template.

Choose a Quote Details Page Template

1. Open any project and open a report for editing.
2. Navigate to the Quote Details page.
3. Click on View templates.
4. Select either My Templates or Shared Templates.
5. Choose the template you want to use and click on the green checkmark to apply the template.

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Replace either a single tab or multiple tabs!

When replacing a single tab, be sure to click on that tab before applying a template.

If you want to replace multiple tabs, select a template with the list icon beside it. This will overwrite all tabs.

Choose an Authorization Page Template

1. Open any project and open a report for editing.
2. Navigate to the Authorization page.
3. Click on View templates.
4. Select either My Templates or Shared Templates.
5. Choose the template you want to use and click on the green checkmark to apply the template.

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Replacing a template cannot be undone.