1. Saving a New Template 0:00
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Click 'Save As' to create a new template.
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Name your template appropriately.
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Click 'Save' to store the template.
2. Updating an Existing Template 0:14
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To modify an existing template, adjust the values (e.g., change from 80% to 85%).
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Click 'Save' to update the current template.
3. Adding New Line Items or Expenses 0:30
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You can add new percentages or line items without creating a new offer.
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Simply update the existing template as needed.
4. Creating a Separate Template for Different Expenses 0:42
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If you need a different template (e.g., for expenses), click 'Save As' again.
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Name this new template (e.g., 'Expenses').
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Click 'Save' to create a separate template from the standard.