Help Center Main > How to Articles > How to Videos > Submit a Request > Schedule Appointment


Submitting templates for approval

Submitting templates for approval.

Once you have completed the building/editing of your template click "I'm Done."  You will be prompted to name your new template and click "Save." This will automatically send the template to your B/D for approval. The new template will be viewable under the "Pending Review" tab.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request