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Michael Anthony Waara

Anusha Kethineni (Unlicensed)

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GUIDE STATUS: 

Status
colourGreyGreen
titleDraft
 

 

PUBLISHED
 

  1. Navigate to a record of choice. In this example, a project record is used.

  2. Click the More options button (appears as three dots) in the top bar of the content frame.

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  3. Select Toggle Template Bar.

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  4. A bar should appear at the bottom of your window that gives you the ability to create a template, apply templates, view all templates, and close the template bar.

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        1. Visible templates
        2. Search all templates
        3. Create a new template from current record
        4. Close template bar


Update Log

Updated ByDateNotes
Michael Anthony Waara Approved by Chris Nelson. Available for OIT use.
Michael Anthony Waara Initial Creation and first draft complete. Pending review.