Template Management
Collection of help articles to walk administrators through the template creation and management workflows in Finalize.
- Quick Start - Finalize: Creating a Template
- Quick Start - Finalize: Introduction to Template Types
- Finalize: Template Workflow -Adding Dynamic Conditions, Tasks, Language and Tags
- Finalize: Dynamic Language with Multiple Tokens
- Finalize: Token Sections
- Finalize: Conditional Tokens
- Finalize: Create a New Draft Template Workflow
- Finalize: Creating a New Request Template Workflow
- Finalize: Create a New Intake Workflow
- Finalize: Categorizing Templates for Easier Wayfinding
- Finalize: Cloning an Existing Template Workflow
- Finalize: Template Mapping Overview and Best Practices
- Finalize: Dynamic Language- Best Practices and Supported Use Case Examples