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VIDEO

Description

Templates Page is where you create and store pre-canned bid sets for whatever purpose and market scenario you might imagine.

  • 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 if the template is visible to you (personal) or visible to everybody (team)

  • Click save changes

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