Adding a participant to a template for All Templates

  1. Access the All Templates bookmark.
  2. Inquire about the template which you will assign the participants by selecting a list from the Search function.
  3. Click Participants.
  4. Specify or select the company, requesting location, or requester who will need access to the template. All fields are not required.

    Depending on the participant, you might need to specify values for one or all of these fields. Click Add. Ensure that the company is valid with the requester selected.

    Note: When creating templates using Requester Templates, you can skip this step. The requester creating the template is automatically added as the participant.