Adding a template

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  1. Click the Templates button at the bottom of the navigation pane.
  2. Click the Add Template Add template button button.
  3. Enter a name for the template.
  4. Select a template type from the drop-down list.
  5. Click OK.

When you add an engagement, the new template will be available in the drop-down list for the Template field of the Add Engagement dialog.

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