Templates


 

Create a Permit Template

 

Overview

This article will show you how to create a permit template.

 

Important Note

You must configure a permit template before you can create a permit.

 

Instructions

  1. Navigate to Configuration > Templates > Permit Templates
    configuration_templates_permit_templates.jpg
  2. Select Create Permit Template button
    create_a_permit_template_create_template.jpg
  3. Fill in fields
    • Basics: Enter a Name, Header, and Footer
      create_a_permit_template_basics.jpg
    • Facilities: Select which Locations/Facilities to apply the template to
      create_a_permit_template_facilities_list.jpg
  4. Select Save New Permit Template
    create_a_permit_template_save_permit_template.jpg



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