TOTALS User's Guide > Editing Documents > How To Create Templates From Line Items

How To Create Templates From Line Items

Select a document and choose the "Lines" tab

Select line items to save as template

To select multiple line items, hold the shift or cmd key pressed when selecting line items.

Totals will save all line items if none of the line items are selected or only one line item is selected.

Choose "Save as Template..." from the action button

Enter a name for the template and choose "Save"