Locating your Record Templates

How to find your record templates in Consultation Manager

Depending on the type of template, there are two locations they are accessible in Consultation Manager.

User Templates will only be visible to the User that created them.

Team Templates are only visible to Users with the Team role of Team Leader

Click your name at the top right in CM to access your account record.

Click Account

Your account record will open in your Workspace, Click the Templates tab to access your Templates.

Here you can edit existing User templates.

Switch your search over to Teams

Click the blue arrow next to the Team you want.

Click the Team Templates tab

Here you can edit any existing Team Templates