Follow these steps:
Click Options then click Manager.
Click Documents and then click Notebook Types and Templates.
To add a new Template Type, click New button (
).To edit an existing Template Type, click Edit button (
).To add new Templates to be used, click โ in Notebook Type Templates tab.
To delete a Template, click the 3-dot (โ ) icon to the right and click Delete.
For more detailed information or training, please see the Access RCRM - Systems Administrator - Documents and Templates - Certified training course.