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

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