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After you created the Template, you need to activate it. Activated Templates are used to create transactions.

To activate the templateTemplate:

  1. Click Configure on the task pane and go to Templates from the left menu.
  2. The list of existing templates appears. Search the template you want to activate.

  3. Click  to activate the template.
  4. Click Yes, turn On for confirmation.



  5. The template is now activated. (). You can use it for transactions.

    InfoOnly Company can activate the templates

    .

    Next Step

    Using Template