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 β in Notebook Type Templates tab
To delete a Template, click the 3-dot (β ) 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.