To access the Firm templates, simply:
- Ensure you are on the application Dashboard;
- On the top navigation bar, select Manage Templates;
- You will then be taken to the Manage Templates module.
Here, you will be able to Create, Rename, Edit or update the Status of the Firm templates.
Click the Pencil to edit the name of your Template;
Press the Save Icon once you have finished your rename;
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