User's Manual Part 1

page

section 04

40040005 rev. 000

Step 4. Once you have finished creating the code, highlight the code and either press CTRL-C

on your keyboard or pull down the Edit menu in the taskbar and select Copy. This will copy the

code to your clipboard. Next, click the Close icon within the custom template’s screen. This

will return you to the main Templates screen.

Step 5. Click Cancel Edit and then select the template you just viewed. This will bring you to

the corresponding screen (Figure 4-10).

Step 6. While in the home template screen, click within the white text box to place the cursor

and paste in the code. You can paste by either pressing CTRL-V on your keyboard, clicking on

the Paste icon within the home template screen, or pulling down the Edit menu in the taskbar

and selecting Paste (Figure 4-11).

The code will be updated with the client’s information, but you must still populate the fields

Figure 4-11. Updated Custom Template Code

Figure 4-9. Custom Template Code

Figure 4-10. Blank Notes Screen