Create New Template Group

The Create New Template Group page enables a user to create a group of related templates by selecting from a list of existing templates.

Template Group Name

The name of the new group

Available Templates

Existing templates for the company that are available for inclusion in the new group

Note the following:

  • The list of groups can be filtered based on either the Template Name or Payment Type columns.
  • To add templates to the group, select the check boxes of the templates and click Continue.
Parent topic: Manage Template Groups