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Using a Record Template to Create a New Record

Follow these steps to create a new record using a Record Template:

  1. Open a new record and select the New From Template... button from the toolbar.
    • Note that the dialog may appear automatically depending on the configurations set by the administrator.

  2. From the Select A Record Template dialog, click the template you want. Then click OK.
    • Alternatively, you can double-click the template to select it.
    • Note that the Select A Record Template dialog may contain multiple tabs. Except for the default General tab, each tab corresponds to a Record Template Category for that service.
      Select a Record Tem-plate Dialog
  3. The template loads in the new record. Complete the remaining fields for the record, and then click Save and Close.

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