Table of Contents
Main Menu: File Menu: Open a Template
This option opens a template instead of a record.
Quick Steps
- Choose “File | Open … | Template”
- Select and open the appropriate template folder
- Select and open the appropriate template
Detailed Steps
Choose “File | Open … | Template”
Select and open the appropriate template folder:
Select a template, and click 'Open'
The template will open
Change how your template displays and/or customize the template itself
Save your template before closing it <Ctrl+S>