Produktvorlage verwenden
If you don't want to customize a template for your firm, you can set your firm template to use the product template. The product template contains the default content for your product.
Tipp: To view information about your current product version, select Information (
) | About.
The advantage of using the product template is that you don't need to manually update the firm template whenever there are new product updates. To learn more, see Update the firm template.
To use the product template:
-
Stellen Sie sicher, dass Sie über die Rolle Einstellungen-Administrator oder gleichwertige Rechte verfügen. Weitere Informationen finden Sie in Vorgegebene Rollen und Zugriffsrollen zuweisen.
-
From the Cloud menu (
), select Settings (
) | <your product name> | Manage Template. -
Select Use Default.
The current template is archived and your firm now uses the product template. The option now available to you on the Manage Template page is Create Draft.
If you want to customize the product template to meet specific firm requirements, select Create Draft.
