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changes.mady.by.user Saurabh Gupta

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  1. Go to Transactions > Templates.

  2. On the Templates screen, click  to the Template to use.

    Info
    At times, the status of a Template may appear Inactive instead of Use This (as shown in the screen above). The Inactive status signifies that the Template is not activated by the Company. 

    Next Step

    Creating a Transaction