Templates
This guide walks through each screen in the Templates menu of the Automation module: Browse Templates.
Browse Templates
Where to find itAutomation → Templates → Pre-Built Automations → Browse Templates
How to use Browse Templates
- 1Open Browse Templates
In the Automation module, open Templates in the green navigation bar, then choose Browse Templates under Pre-Built Automations.
- 2Use the available actions
Buttons available on this screen: All, Accounting, Sales, HR, Purchase, Inventory, Projects, Turn On.