Client Templates Viewer


This viewer is designed for the creation and maintenance of the template records used in job cloning. Since this is a new viewer, it must be assigned to a user group or groups in order for it to be accessed. We strongly recommend that access be restricted to only those user groups that really need to be able to create or maintain template files.

See Job Template Overview for an overview of the Template files.

Important Fields:

Only those fields that are common to all Client records that be created from this template should be completed. Please refer to Client Viewer for details on setting the other fields.

This field must be checked in order to flag this as a template record created for job cloning purposes. Client template records may only be created and modified in this viewer.