Managing Templates 

1. Click on Masters from the menu 

2. Select Master Template 

3. Click on + Add Template at the top right corner of the page 

4. Select Template Type, Name, and Static Form 

5. Click On Save Template at the top right corner of the screen 

A list of all the templates created is displayed under Total Records, and each template can be edited or deleted. 

1. Click on the three-dotted icon in the Actions column corresponding to the template of interest 

2. Select Edit to make changes 

3. Select Delete to delete a template