Are you planning to use the same document template in the future? ReportGarden gives you the ability to simply save your created document as a template and use it for other clients. Please follow these steps to save it.
Step 1: Navigate to the document which you would like to import as a template
Step 2: Enter the name for the Document template
Step 3: Click on "Export as Template".
Once you create your template, you can use it on the new document page to create documents that are exactly duplicate of the document that you started with for different clients.
To create a new document, click on the template and choose a client.
If you have any questions regarding the template, please drop us an email at [email protected]