Templates
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      3. Templates

      How can I add templates?

      This article will show you how to add a template.

      Follow these steps to add/create a new template:

      Step 1: Click on the "Forms" dropdown from the left side menu and select "Templates"

      Screen Shot 2023-09-01 at 11.03.19 AM

      Step 2: Click "Add" in the top right. You will then be presented with the Template Builder

       

      If you are looking for in-depth training please contact your Client Success Manager and they will get you set up. For videos on how to use the Corfix Template Builder please Click here.