The Package Template option allows you to take content stored in the Content Library and organize it into a global template for the report being delivered to your clients.
- Click on Setup Package Template
- Click Add to create a new Template or Edit to edit an existing template
- Add the Package Template name and description
- Select your Page Number Format (Optional)
- Select the Client Report Name Format from the available options in the picklist
- Drag and drop documents from the left column (Available Contents) to the right column (Selected Contents)
- Click in the Branding and Logos column to select an image file that will be applied to the corresponding document (Optional)
- Click Save