To create a template for a form or package so you don't have to always enter common information:

Step 1. Open a new form or template.

Step 2. Enter the common information.

Step 3. Save the form/package to a folder specifically for Templates. You can also change the Description to identify it as a template.

To use the template:

Step 1. Go to Saved Folders.

Step 2. Open the folder with the template.

Step 3. Click on Actions to the left of the form/package name.

Step 4. Select Copy & Replace.

Step 5. Click Use Client (real estate) or Use (rental) next to the client you want to auto-fill the form with. If you don't have a client, click Use None.

Step 6. Complete the form. 

Step 7. Save the form. The system will ask where you want to save it to, so you can put it in a different folder.

The form/package will be saved as a copy and won't change the original template.