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Use Template to Create Jobs for One Client
Use Template to Create Jobs for One Client

Workflows, Templates, Standardized Process, Individual, Multiple

Beatty W avatar
Written by Beatty W
Updated over 3 months ago

1. From Client's tab, select any client by clicking on them

2. Click on the drop down arrow next to New Job

3. Click Assign Templates

4. Scroll through the list of templates and check all applicable templates

5. Then click Assign

6. You will now see those newly created jobs 

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