Creating and editing drawing templates

1. Navigate to DrawingBoard Config (under Pricing & Config), then Drawing Template, and click Template Editor on the right.
2. Templates are divided into three categories: Sash Windows, Casement Windows, and Doors.
   1. To edit an existing template, click the pencil icon next to the template. To delete it click the dustbin icon.
   2. To create a new template, you can either click Add new at the bottom of the relevant section, Import to use an existing drawing from a Lead, Quote, or Order, or click the Copy button next to an existing template.
      
3. In DrawingBoard, make any change to the drawing as normal.
4. Before saving, click H&S, Notes in the Explorer menu. In Property Editor, Drawing Label allows you to set a name for the template, and Template Group determines which sub-category (within Sash Windows, Casement Windows, and Doors) the template will appear under. You can either use an existing template group here, or create a new one.

See also: Batch updating drawing templates