Create a Nomination Template

Inspection > Catalogue > Nomination Templates > Create a Nomination Template

When you create a nomination template, you need to base it off one of the nomination types. You can also create an inspection or expeditor nomination template. Both templates have the same fields.

1.	From an existing nomination, select Actions>Save as Template.

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2.	Create a new nomination and at the bottom, select Save as Template.

3.	Enter the Template Name.

4.	If you will use this template regularly, select the Favourite check box.

5.	Adjust the data in the template as necessary.

In the software, the required fields are marked with an asterisk (*). Since each company can have its own required fields, please look for the asterisk (*) for the required fields. You can look up more information on the fields in Nomination and Parcel Fields.

6.	Add any file attachments.

7.	Click Save.

1.	Select Catalogue>Nomination Templates.

2.	Select Actions>Create Inspection Nomination Template or .

3.	You can also choose Create Expeditor Nomination Template or .

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4.	In the nomination templates list, to the right of the nomination template, click the drop-down arrow and select Copy.

5.	Enter the Template Name.

6.	If you will use this template regularly, select the Favourite check box.

7.	Adjust the data in the template as necessary.

8.	Add any file attachments. Any attachments here are attached to the nomination you create from this template.

9.	Click Save.