Understanding Template Setup

Template Setup is the 2nd part to creating a template. Adding the template is the first part discussed above. Access the Template Setup page from the Template List page by Selecting Setup > Template Setup.

Use the Template Setup page to set up the template structure such as lines, account mapping, formulas, and formatting. Different fields are available based on the type of template selected.

All fields and functionality is discussed in the Description of Fields section, although not all fields and functionality is available. It is based on template type.