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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.