Creating and Using Templates

Creating and Using Templates

Creating and Using Templates

  1. Template Customization:

    • Modify existing templates or create new ones for common documents like leases, notices, and reports.

    • Why? Custom templates save time, maintain consistency, and ensure that all necessary information is included in official communications and documents.

  2. Implement Templates:

    • Apply these templates when generating new documents from the system.

    • Why? Using standardised templates across the platform improves efficiency, reduces errors, and ensures compliance with industry standards and regulations.


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