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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.

Within the Templates tab, templates can be made for:

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.

  • You can also edit, duplicate and rename those sample templates if appropriate (all done via the lightning bolt to the right of the template)

  • We do not recommend deleting those sample templates if you would ever like to use them (if even for reference) again in the future

To assign existing Templates to new and/or additional funders:

  1. Select the lightning bolt next to the template you’d like to assign


2. Select Manage Funders


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 tab just yet. This is a prerequisite step to assigning templates.


Need help?

Contact Customer Support at

SUPPORT@RETHINKBH.COM


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