You can assign multiple templates to a company or an individual program. Hold the Ctrl key (Command on Mac) while selecting the templates, then click Save.
You can choose either multiple company templates or multiple program-specific templates. See Choose template for my program for more information about the difference between them.
When more than one template is assigned, the Templates drop-down menu appears in the online report and lets you quickly switch between the available versions.
To change their order, use Sort templates on the template selection page. This option is only available when multiple templates are assigned. In the Multiple Templates dialog, select a template, move it with Up or Down, and click OK. The saved order is used in the Templates drop-down menu.
Continue your fund reporting workflow
Use this guidance when configuring a reusable fund fact sheet template and its design. Continue with Factsheet template customization and Fund factsheet production software.