complete management software

Association > Manage Associations - Template Tab

Use this page to view and edit document templates created at the Association level. 

Download a Template

Step 1. Navigate to Association > Manage Associations - Template Tab.

Step 2. Click the hyperlink for the template you want to download. 

Step 3. Save the Template to your computer. 

Edit a Template

Step 1. Follow the steps above to download the Template. 

Step 2. Open the Template in Word and make any necessary changes to the Template. 

NOTE- It is recommended that the original template is maintained without modification, and that the edited Template is saved with a new name. 

Step 3. Navigate to Association > Manage Associations - Template Tab.

Step 4. Click the Pencil icon to open the record. 

Step 5. Click the Select button to upload the new template. 

Step 6. Click the Save button to finalize.