A Job Template can easily be created directly from the item view page.
Create a Job Template
- Click the 3 Dot selection.
- Then click Create Job Template.
- Enter the Name of this Template Option.
- Select the Job Template that this Option will be nested under or Create New.
- Enter an optional Description for this Template Option
Templates can be managed under Settings > Dockets > Job Templates.
Want to learn more? Click here for Job Templates.