How to create a template?

Dashboard > Requests > Edit > Save template

At any time during the writing of the request, a template can be saved so that the next request can be based on this template. When it is saved, the template will be named by a reference. This reference will be used to identify it in the list of templates

All the templates can be viewed in the Templates tab.

Dashboard > Templates > Overview

By clicking on the 3 small dots a context menu appears.

  • New CO allows you to start a new CO based on this template
  • Edit allows you to modify the data of the template
  • Delete allows you to delete this template.

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