To Create a Record by Using a Template

You can create a record (a document, transaction, class, or profile) by using a previously created template, as described in this topic. For more information about the creation of records, see Entering Records into the System: General Information and Copy-and-Paste Options and Record Templates.

To Create a Document by Using a Template

1. On the appropriate form, click Add New Record to create a new record.
2. In the Clipboard menu, select the template from which you want to copy data.

   The data from the template is pasted into your record.

3. Check that the record has the appropriate date, post period, and amounts. If required, make necessary changes.
4. On the form toolbar, click Save.

Now you can process the new record according to your company's workflow.