Create a template

You can save a template from any existing consent application. Objective Build copies the application to a template, keeping the application type, supporting documents and compliance settings but removing the project-specific information: owner, agent, address, and documents relating to proof of ownership.

You can also save an application as a template when complete the submission of the application.

To create a template from an existing application

  1. Select Projects in the left navigation to open the Projects page.

  2. To create a template from the application, do one of the following:

    • Select the ... more items menu on an application and select Save as template.

    • Open an application and select Actions |  Save as a template.

  3. Provide a template name and description and upload an image as a template thumbnail, to help you identify the template context.

Objective Build creates the template and adds it to your Template Library.