VIDEO
Description
Templates Page is where you create and store pre-canned bid sets for whatever purpose and market scenario you might imagine. A Template Set may have one or many bids.
For expedient manual bidding you may also Switch Submit Mode and Submit a Template from a selected template within the Template Page.
Click Templates to open page
There are two types of Templates, Team which are visible to everybody and Personal which are visible only to you.
From the Template page you can open either an existing template or add a new template.
Click the Add new template button, or
Click on the green information under Last modified at to edit a template
Adding a template
Type in a name for your template
Type in a description for your template (optional)
Select whether the template should be visible to you (personal) or visible to everybody (team)
Click save changes
Select the units and services you wish to include bids for your template
Click Load into templates to populate your template with bids for the selected units and services
Select the source of the bids you wish to load into your template
Select the date of the source,
If the selected source is a template select a template from the drop down list
Click Load
Edit or Delete a template
Click Save Changes after you,
edit a bid within a bid template or,
after you edit a Template Set Info
Click Delete Template Set to delete the Template
Other Actions
For instructions on how to affect the following actions refer to the Knowledge Base Page Offer