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Creating New Templates

This article will show you how to create a template for certs that you will use again. This can be a great time saver, so you don’t have to fill in the exact same information for a cert.

 

Before You Start

You will first need to make sure your user has the correct privileges to complete this process. Follow this guide and ensure the ‘Can Create Templates‘ privilege is allowed.

 

Open a cert you’ve filled in before and go to Tools > Create Template.

Now give the details of the template like below and click ‘OK’

A notification box will then appear confirming that your template has been created. Press ‘Ok’.

Now this template will now be in your template list, which can be found on the main screen under the ‘Templates’ tab. Find out how you can apply this to a new cert by following this support article.

That’s it for creating templates. You can also create templates from completed certs by following the above steps.

NICEIC Cert Software

NICEIC Cert Software

Templates

Applying Templates to Certs
NICEIC Cert Software

NICEIC Cert Software

Templates

Using Template Mapping

Templates

  • Creating New Templates
  • Applying Templates to Certs
  • Using Template Mapping
  • Editing and Renaming Cert Templates
  • Sending Templates to Field Users

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