You can create a template by copying an existing asset or a template from the same class.
To copy an existing template
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click Templates > Assets in the left Navigator and select the asset class for which you want to create a template. The templates log for the class opens. |
| 3 | Select an asset class template from the log and click Copy > Template. The form opens with the information from the original template. |
| 4 | Make changes as needed and click Finish Editing to save the new template. |
To copy an asset
| 1 | Select Copy > Asset. The Copy from Asset window opens. Assets from the same class are displayed in this list. |
| 2 | Select an asset and click Copy to create a template. You can click Find to search for an asset by name. |
To edit an asset template
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click Templates > Assets in the left Navigator and select the asset class under which the template resides. The templates log for the class opens. |
| 3 | Select the template and click the Open button. The asset class form opens. |
Note: If you previously clicked the Finish Editing button for the form, you can make it editable again by clicking the Edit button at the top of the form.
| 4 | To edit the depreciation schedule, click the Depreciation Setup button. |
To delete an asset template
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click Templates > Assets in the left Navigator and select the asset class under which the template resides. The templates log for the class opens. |
| 3 | Select the template and click the Delete button. Click Yes to confirm. |
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