Manage record template
This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version.
To edit a template:
- Navigate to Application Settings > Record Templates and click the required template to edit it.
- Alternatively, navigate to Report Builder > Print Templates and click the edit icon for the template you wish to edit.
To delete a template:
- Navigate to Application Settings > Record Templates and click the delete icon for the template you wish to delete.
- Alternatively, navigate to Report Builder > Print Templates and click the delete icon for the template you wish to delete.
To duplicate a template:
- Navigate to Report Builder > Print Templates and click the duplictate icon for the template you wish to duplicate.
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