Properties (Template Management)

Any templates that you have made available to download can have descriptions added to them.

This then provides information about the content of the template prior to download by a practice

• Open Template Management

• Click on a template you have uploaded.

• Select Properties from the menu.

The Edit Properties window opens:

• Select a template group (This is the group the template appears in download webfiles

• Add a description and click Save.

This will be viewed by end users in the Available Templates screen.