How To: Assign Staff Templates

Follow these steps to assign templates to a staff member from the dashboard.

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Steps to Assign Templates:

1. Navigate to the Staff Profile

   • Go to Staff in the main menu.
   • Open the specific Staff Profile for the staff member you wish to assign templates to.
   • Select the Templates tab.

2. Select Templates to Assign

   • You will see a list of available templates.
   • Use the green arrow to move templates from the available list to the Assigned Templates section.

3. Assign Multiple Templates (Optional)

   • To assign multiple templates at once:
     • Press CTRL (Windows) or Command (Mac) and click to select multiple templates.
       (Image: Multiple templates selected in the available list)

4. Save Changes

   • Once templates are moved to the Assigned Templates section, they are ready for the staff member to use.

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Note: Assigning templates allow staff members to efficiently create documents tailored to their roles. Ensure the correct templates are assigned to align with their responsibilities.