Do you know where your fee templates are located? If not, you may not be using the template functions at full capacity. Check out the short video above to get started.
Articles in this section
- What is the best way to start creating my fee templates?
- Download the Getting Started PDF
- Setting Up The Basics
- How to use EDGE Live
- How to Create and Use Fee Templates
- How to Copy a Fee Template
- Locating a Fee Template
- How to Use EDGE Alerts
- How to edit your Disclaimers
- How to Copy Fee Templates in EDGE Settings