Create Return Templates

The steps below will walk you through creating a new template, once the template is created you will need to edit, assign and publish the return template.

To create a new return template, use the following steps:

1. Log in as the Admin or a user with the Administrator role or TemplateManager role.
2. Click your name on the top right of the screen and select Settings.

3. Click Return Templates.
4. Click New Template.

5. Enter a name and description for the template.
6. Select the Set as default check box, if you want this to be the default template.
7. If you choose to base this template on an existing template, select the template from the list.
8. Click Create Template.

See Also:

Edit Return Templates

Assign Return Template(s) to user(s)

Publish Return Templates

Lock and unlock Return Template fields