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    What is Template Setup
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    Contents

    What is Template Setup

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    What is 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.

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