Passportal Help

Using and Managing Document Templates in Documentation Manager

Templates are a great way to create standardized easy to use documentation, allowing technicians to create uniform documentation across all your clients quickly and efficiently. Each of the default templates can be customized or you can create your own custom templates. Expand the below sections for more details.

To access Templates:

  1. Click Settings.
  2. Click Templates.
  3. The Templates screen is displayed.

To access Templates you must have the correct permission levels.