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Using a Template - Partner

Using a Template - Partner

Owned by Saurabh Gupta (Unlicensed)
Last updated: Sept 08, 2017Version comment

Use a Template for creating a Transactions. You will find the list of Templates granted to you in the Templates screen. 

You can know the Template type from the Type column in the List view.  

To use a Template:

  1. Go to Transactions > Templates.

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

    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