Add Clipboard Templates

Contents

    This can only be performed in Administrator Mode

    1. From the Main Navigation menu, select the Setup tab.
    2. Scroll to the Labels and Clipboards section, and select Clipboard Templates from the list (opens the Clipboard Templates screen).
    3. Select the Add Clipboard Template button from the top of the screen (opens the Add Clipboard Template panel).
    4. The panel contains a form to enter data about the Clipboard Template to be added.
    5. After filling in the form, select Submit.

    The form is checked for errors. Any errors or missing information will be indicated below the relevant item.

    Updated on 23 January 2026
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