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Managing Templates

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With Buddy you will have several options available when using Templates.

To access your Templates:

  • Click on the myGP icon on your Buddy toolbar
  • Select Templates
  • This will bring you to the Templates section:

Here you have the following options:

Within Current Templates

  • Import: import existing Templates from your desktop
  • Export: export a Template of your choice into an external Excel file
  • Download Template file: download directly a file of your choice onto Buddy
  • Delete: permanently delete selected Buddy file

Within Template Detail:

  • New: create a new custom Buddy template
  • Update: make changes to a saved Template
  • Delete: permanently delete selected Buddy file

 

 

 

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