To view the global templates in the
Strata Collect
application, please follow the guide
below.
The video below demonstrates the steps
for viewing the templates
Step 1:
Ensure You Are Logged In
Ensure you
are logged in and on the home
screen.
Step 2:
Navigate to the Templates
Tab
Navigate to
the Templates tab to access the
available letter templates.
Step 3: Confirm the templates are listed
All templates can now be viewed. This includes standardized templates
included in the application and any additional templates created by user.
Tip: If you need to view just the system standardized click the "StrataCollect templates" button.