Templates are created via the Control Panel.

Note: User permission is required to access the Control Panel.

Navigate to the Control Panel and click on the Templates option within the Admin section.

Click on either Create template option to begin creating. This will load the create template builder.

If a template already exists, only the Create template option in the top right of the screen will be displayed. A list of active templates will display in the main area of the page.

After clicking on Create template, a naming model will pop up. Define the Template name, type (email or document), and which module the template is building built for. 

Select Create to be taken to the template builder.