Add a new site template

In order to add a new site template, click Manage templates from the site list dropdown:

The Manage templates screen is displayed:

In the Manage templates screen, you can:

• Add brand new site templates
• Import existing site templates 
• Export existing site templates
• Set the Status of a site template
• Set the Purpose of a site template
• Export the template list

Adding a new site template

To add a new site template, click Add > Template:

The New site template screen is displayed:

You have access to the following fields:

• Name - The name of the new site template
• Site purpose - Add a site purpose to templates to help find and organise your site templates 
• Site owner - Add a site owner. By default, this is the user that creates the template
• Description - This is a description of the site template. Consider writing a description that will help you find and organise your site templates
• Modules - This dropdown contains a selection of modules that you can select which will be a part of the new site template when you create a site from this template
• Landing page - Select which page you want the site template to load first
• Start date - The start date can be used to track when a site template was actually first used (this is for reference only)
• End date - The end date can be used to track when a site template is considered to be no longer in use (this is for reference only)
• Client number - If you always intend to use the site template for the same client, consider entering the client's number
• Matter number - If you always intend to use the site template for the same matter, consider entering the matter number
• Logo - Consider adding a logo if you want to brand this site template for use with the same client
• Admin notes - Add any notes for admin users 

Once you have filled in the details of the site template, click Save. This new template is added to the site templates list: