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GUIDE STATUS: IN REVIEW 

  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.



  3. Select Toggle Template Bar.



  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.



        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 Initial Creation and first draft complete. Pending review.
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