TEMPLATES

Instructions on how to create a new template from the samples provided

1. Click here for a list of sample templates Download Template 
2. A new tab will open with a sample list of templates:
   • Select the template you wish to create and hit Download Template
   • A new window will open with HTML code content
   • Highlight all content and copy
3. In the Admin section under Templates, select the template type you want to add to (Corro, Quote, Invoice etc.)
4. Click on Add Record button.
5. Give your new template a name and title.
6. Click on the HTML Button in the editor.
7. The HTML Source Editor will open in a new window.
8. Paste the copied content into the editor and click Update.