Step by step guide:

  • Navigate to Admin > Templates > User Templates.
  • Press the blue Add new button at the top of the page.
  • Enter the name for the new template and then press the orange Save Template button.
  • Assign values to settings as needed.
  • Press the orange Save button at the bottom of the page.
  • Proceed through other pages of the template, repeating steps 4 and 5


Please find our video tutorial link below:

https://youtu.be/MWtV9ci7F10


Note: You will need the User Templates permission(s) applied to your e-days role in order to carry out this task.