With Onetrace, you can choose to create your templates from scratch or import the pre-installed templates we have on the system.
In this article, we will walk you through the steps to import pre-installed templates and job forms to your Onetrace account.
Steps to Import Templates and Job Forms
Log into your account at Onetrace.cloud
Select the Settings tab from the options in the left-hand menu.
Click Project Templates from the top bar to create a new project.
Click the Create Template button.
Click the Import from our Library button.
Click the Next button.
Select the template you wish to import. For this example, we are choosing Cavity Barrier Project.
Click the Next button.
Click the drop-down button to get a preview of the forms that are included in the template.
Click the Next button.
Add the name of your template. For this example, we are choosing the name: Cavity Barrier.
Click the Create button to finish.
By following these steps you will be able to import the project templates to your projects within your Onetrace account.
Need more help? Get support from our Onetrace knowledge hub or feel free to message us via live chat; we will be happy to help!