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Activated Templates are used to create transactions. To activate the template:

  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.

    Only Company can activate the templates.

    Next Step

    Using Template

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