Financial Planner Templates List Page

The Financial Planner Templates list page allows you to view the summary information of Financial Planner Templates, associate or create a new template.

This article details the available options within the Financial Planner Templates list page.

From the Financial Planner Templates list page, you can:

1. Create a Template.
2. Access the Financial Planner Templates Associations page.
3. Refresh the list.
4. Delete selected Template(s).
5. Export the list to Excel.
6. From the context menu you can choose to access the template Associations, Set As Default, Delete or Copy.
7. Search the List of available Templates by Name, Revenue, or Cost.