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How do I set a template as the default template for a module?

To set a template as the default template for a module:

  • Go to Settings in the top right corner.
  • Click PDF Templates under Customization.
  • Select the module for which you want to set a default template in the Templates pane.
  • Hover over the template that you want to set as the default template for the module.
  • Click the Gear icon and select Set as Default from the dropdown.

The template will be set as the default template for the module. You can also create a new template and then set it as the default template.

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