Import project templates
We've created a range of project templates in Onvio that you can import and edit to suit your needs. Importing a project template will help you to spend less time creating your own template from the beginning.
Before you start
- If you have an Onvio application and there are no templates on the list to import, all available templates have already been imported.
- If your firm does not have an Onvio application and you do not see any project templates available in the Setup > Project Templates screen, contact the Thomson Reuters Onboarding team to request project templates.
Import project templates
- In Onvio Center selectSetup, thenProject Templates.
- SelectImportfrom the toolbar.
- Mark the checkbox for each template you want to import.
- SelectImportat the bottom of the screen.
- You will see the imported templates in the list of project templates.
Next step
Select
Edit
next to the project template to make changes.
