FREE 30 DAY TRIAL

Try InfoFlo for free!
The trial is fully functional and offers feature of the product for you to try.
Get your free trial of InfoFlo here.

Contact Info
148 Sheppard Ave West
Toronto, Ontario M2N 1M8
sales@infoflosolutions.com
US: +1 (646) 465-7676
Toll Free: +1 (855) 463-6356
Follow Us
InfoFlo CRM Knowledge Base

Search Knowledge Base by Keyword

How do I set a Template as Default?

You are here:
< Back
  1. Click 'Settings' and select 'Preferences' from the Ribbon Toolbar.
  2. Select 'Document-Templates' from the left navigation menu.
  3. Select the template you would like to set as default and click 'Set as Default'