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How do I access and manage my saved Templates?

  • August 19, 2025
  • 0 replies
  • 78 views

Happie Pingol
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You can view all your saved templates through the main menu or sidebar for easy access and management. 

 

Step 1: Access saved templates 

Choose one of these methods: 

  1. Click on "Saved Mapping Templates" from the Sidebar 
    OR 

  1. Navigate to Main Menu > Load Data > Run Bulk Uploads 

Step 2: View and manage templates 

  1. All previously saved mapping templates will be displayed 

  1. From here, you can select templates to use or make changes as needed 

 

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