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Create a Master Template

Creating a master template allows you to store a template that can be reused, in whole or part, for a number of contracts.


Step 1. Log into your Community CI system.

The welcome page will be displayed.

Home Page

Step 2. Click the Master Templates heading.

The Master Templates page is displayed.

Create Master Template

Step 3. Click the Create Master Template button

The Create Master Template page is displayed

Enter Master Template details

Step 4. Enter the required information

– Enter the name of the Master Template.
– The name should be descriptive enough to easily select the master template later.

Expiry Date:
– Enter the date the template expires.
– This field is optional and can be left blank.

– Select the stream to which this template applies.

Target Group:
– Select the target group to which this template applies.

Step 5. Click Create

Create Master Template

The master template is created as a draft

Master Template draft

Step 6. Click the menu icon

Menu icon

Step 7. If you wish to reuse a question that has been added previously, click Add Existing Question.

Choose Question to Add is displayed.

Click the drop down list to view a list of all existing questions.

Select the required question and Click Create.

Step 8. If you wish to create a new question, click Add New Question

The questions details page is displayed

Question details page

Step 9. Enter the required question details.

Refer to the following articles for further information on questions:

Step 10. Repeat for all required questions.

Step 11. Once complete, click Publish to make the Master Template Available.

Next Steps

Further Information

Updated on March 4, 2020

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