Template Setup

For a description of what templates are used for, see Templates.




1. To add or edit a template click on Templates link in the left menu under Setup options




2. This will open the following window. Here, you can Add, Edit, or Remove existing templates.




3. If you click on Add new template button, The following window will appear.


add template


4. Click submit when done.


NOTE: If you do not see the template under Recurring Schedule. You need to re-log on.