Rainman1966
Level 3

Before sending out the invite to the client I like to add a number of questions to the list, ie: 2021 Economic Impact Payment.  I open the client in link, go to the drop down box next to Add Request.  I select New Template.  How do I save that template so it applies to all link clients.  I do not want to re-type my additional questions for each client.

0 Cheers