Before you start templating in Client Manager, we recommend applying your template management settings. Setting a formatting theme for your templates will help with reducing any post-merge editing.
Following the following links in this order to start your learning journey:
- Template Ownership Hierarchy
- What is Global Styling?
- Document and table styles settings
- Applying Global Styling to Templates
If you have any questions, please email our support team at firstname.lastname@example.org