Creating Permits for Items

Step 1: Navigate to Template Management

1. Start on the Dashboard.
2. Click the Operate icon (bottom menu) or the Operate Menu button.
3. Select Settings (bottom right of the Operate menu).
4. Click on Template Management.

Step 2: Create and Name the New Template

Click the green Add New Template button.

• In the popup window:

• Template Name: Type the template name.
• Template Type: Select Permit.

Click Add.

Step 3: Designing the Header

You can customize the header to your preference and view the header through the Template Preview.

1. Insert Image: Click the Drag Image from Gallery button on the right, select your image, and resize it to be smaller.
2. Customize the Layout
3. Format the Text

Step 4: Designing the Footer

You can customize the footer to your preference and view the footer through the Template Preview.

1. Scroll down to the Document Footer section.
2. Customize the Layout
3. Format the Text

Step 5: Preview, Configure, and Save

1. Click the Template Preview tab at the top to verify the layout looks correct.
2. Click the Template Settings tab.
3. Toggle the switch for Use as System Default (if you want this to be the default permit).
4. Click the green Save Template button in the top right corner.