Loading and updating a record template

You can load and update a record template stored on your file system.

Procedure

To load and update a record template:
  1. Select File > New and select a record type. The Create window opens for the selected record type.
  2. Using the Template list at the bottom of the window, select the desired template and click Load.
  3. Modify the field values in the record template. Then select Update from the Load list.