Templates for checklists, Customers

In Administration - Templates - Templates for checklists - Customers tab, the customers that are currently connected to the template are displayed.

It is also here you select new customers to coonect to the template.

Connect a template to a customer

1. Select Edit.

The list of available customers will be displayed in Not connected section in right part of the screen.

2. Select the customers to connect and press to add them to the Connected section.
   The customer will be added to the list of customers that uses the template.
3. Select Publish.

When applying the template to the selected customers, the checklists in the template are pushed out to these customers. They are added to the current and future financial years.

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