Adding templates

Adding Templates

Add your standard templates (procedures, forms, checklists, workpapers etc) into the Templates area. 

While on the Templates tab - Drag and drop your template into the main templates display/search screen (when you have dragged the file onto the right area you will see a message that says drop your file here to start upload). 

Complete the information for this template - Title, Description and Filter if needed - however a template can be added without being assigned to a filter.

Click Save to add the template.

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