Creating Templates from Existing Forms

Existing files can be saved as templates. With the desired file open, select File | Save Template, give the template a unique name and click OK.

Note: all contents of the file, including addenda, photos, etc, are saved to the template. It is recommended that this feature only be utilized with appraisals that do not have images attached.

The newly created template can be edited (to remove addresses, for example) by closing all open forms and clicking the Edit Template button on the QuickStart Bar.