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Setting a template as default

To make a template your default choice for new processes, simply follow these steps:

  1. Go to the Templates list within your E-archive.

  2. Select the desired template by clicking the checkbox next to it.

  3. Click 'Set default template'.

With this action, the selected template will automatically open each time you initiate a new process. Please note, you can set only one default template at a time.

To undo the default setting:

Should you wish to change or undo the default template setting, repeat the above steps.