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How to create folders for service templates

To organise your service templates by make and model, folders and sub-folders will need to be created.


  1. Under the Service Maintenance tab, click Service Templates.

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  2. In the white field, Right Click, then select New Root Category.

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  3. Rename your template folder.

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  4. To create a sub-folder, Right Click on your root folder and select New Category.

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  5. Rename your sub-folder.

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  6. Click Save & Close.



Additional sub-folders can be created within these sub-folders


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