Question Last Updated on: 4/4/2024
Step 1: Click the templates icon to navigate to the templates screen.
Template Icon
Step 2: Navigate to the "Series" section.
Series Template Area
Step 3: Click the plus icon in the top right of the screen to create a new template.
"+" Icon Location
Step 4: Add to the template.
Note: You can create categories, which contain groups, which contain fields. It may be helpful to edit the default template (which will create a new template) and then add/delete sections to your liking in order to not start from scratch.
Empty Series Template Screen
Step 1: Click the templates icon to navigate to the templates screen.
Template Icon
Step 2: Navigate to the "Series" section.
Series Template Area
Step 3: Select an Existing Template and Click EDIT.
Existing Series Template
Step 4: Edit the template.
Note: You can create categories, which contain groups, which contain fields. It may be helpful to edit the default template (which will create a new template) and then add/delete sections to your liking in order to not start from scratch.
Edit Existing Series Template
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