Toggle the Template Bar

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