1. Navigate to Statements Page 0:03
Go to the statements page.
Select 'Edit Template' to access the template management options.
2. Edit an Existing Template 0:17
Click on the template name you wish to edit.
Make necessary changes using guidance from provided videos.
Save your changes.
3. Note on Editing Published Templates 0:25
Once a template is used in a published statement, it cannot be edited.
Create a new template for any listings that require changes.
4. Clone a Template 0:31
Select the ellipsis next to the template you want to clone.
Choose 'Clone' to duplicate the template's existing settings.
5. Add a New Template 0:50
Click the add icon to create a new template from scratch.
Enter a title for the new template.
Select 'Submit' to save.
6. Rename a Template 1:00
Select the ellipsis on the template you want to rename.
Choose 'Rename' and type the new template name.
Select 'Submit' to save the new name.
7. Remove a Template 1:09
Select the ellipsis next to the template you wish to remove.
Choose 'Remove' to delete the template.
8. Assign a Template to a Listing 1:09
Go to the Statements page and open 'Edit Template'.
Select 'Template Mappings'.
Choose the template title you want to assign to the listing in the template column.
9. Change Default Template for Listings 1:29
Currently, the default statement is applied to all listings.
To use a different template, select the alternate statement template.
Cautionary Notes
Editing Restrictions: Remember that once a template is published, it cannot be edited. Always create a new template for changes needed on published listings.
Tips for Efficiency
Use Cloning: When creating variations of templates, use the cloning feature to save time.
Consistent Naming: Maintain a consistent naming convention for templates to easily identify their purpose.