Template Forward Single Form A
1. Select month, using the calendar menu, to locate the month that the Form As you would like to template are located in.
2. Click the Form As & Splits section.
3. Locate the form you wish to copy in the grid, then right click on the Form A and select Template Form A from the drop-down menu.
4. Select the month you would like to template into.
Choose whether to bring volumes from the previous month's Splits, or the Previous Form A.
Check the boxes to select whether to prorate volumes by days per month and whether to include all previous comments.
Click OK to finish the process.
Template Forward Multiple Form As
1. Change month using calendar drop down menu
2. Click the Form As & Splits section
3. Check the check mark boxes beside desired Form As.
Once selected, select the Template Form A(s) button within the grid action menu.
4. Select the month you would like to template into.
Choose whether to bring volumes from the previous month's Splits, or the Previous Form A.
Check the boxes to select whether to prorate volumes by days per month and whether to include all previous comments.
Click OK to finish the process.