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.
     
3. The template loads in the new record. Complete the remaining fields for the record, and then click Save and Close.