How to save a project as a template (Transcription)

  1. From the home screen of your account, select the client you want to save a project as a template for.

  2. Open the project.

  3. Click the Share button at the top right.

  4. Click Save as Template and a window will open up.

  5. Enter the name of the template under Name.

  6. Add a description under Description.

  7. Choose which integrations the template relates to from the Integrations drop down menu.

  8. Click Save Template.

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