Templates is an area of the platform where templates for different types of reports can be created. Access to view, add, and edit the templates within this tab is a permission that can be set within Roles.
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This additional resource explains the function of every option that can be placed in a template: https://rethinkautism.atlassian.net/wiki/spaces/RBS/pages/edit-v2/3521019905?draftShareId=bfb69593-e682-4231-af05-d887243063b8
If you’d like to use the sample templates that have been provided in the templates area for you, you can assign your funders to those existing templates once your funders are in the system.
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3. You can select one funder or multiple funders from the list that populates by using “ctrl”
NOTE: If no funders populate besides “sample funder” that is because your company’s funders are not in the Company Account Settings>Funder Settings tab just yet. This is a prerequisite step to assigning templates.
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