Job Templates - Creating a New Job Template


Step     Action

  1.      Select {Settings} and then select {Job Templates} under Dockets.

  2.      Select {New} under Templates. A New Template page will open.

  3.      Complete the General fields.

Field
Description
Name
Enter template Name.
Active
Select Yes or No from the drop-down menu.
Template Group
Select a Template Group from the drop-down menu.
Note: These options can be modified. (See Dockets-Template Groups)

Pricing Method
Select a Pricing Method from the drop-down menu.

 

  4.      Select {Save}. The page will now show the name of the new job template.

         Note: The option to add additional job template information will be available once the 

                    General information has been saved and the new job template page is 

                generated. (See Templates-Multi Version Markup and Template Options-General)