Templates

Sequoia v1.0

Templates

There are 2 types of Templates that can be saved in Sequoia:

• Full Template - Header and item information
• Item Template - Item only

How to Save Templates

You can create a 'New' template in 2 ways:

• From an existing declaration (copy) to ensure the data is valid
• From the 'Customs' option on toolbar

Save template from existing Declaration

1. Open the declaration you would like to save
   • If you would like to save the whole declaration as a full template
     On the header page, select 'Copy' > 'Copy to Template'
     
   • If you would like to save just the Item
     Select the item and highlight the item within the summary, click 'Save Item to Template
     
2. A new full declaration or item with all the data copied from the declaration will open
3. Amend/remove any auto inserted information, for example 'Packages' (these will always default in)
4. Select 'Save'
   • Give the template an appropriate name
   • You can save to only be used by a specific account or leave blank to allow all accounts to access
   • Provide a description of what the template will insert
     

Save template from 'Customs' option on toolbar

1. To view all templates for all customers select 'Customs' from the toolbar > 'Full Templates' or 'Item Templates'
   
2. A list of templates will be shown:
   
3. Click 'New'
4. Select the type of declaration you want and create
   
   This will open the full declaration or item
5. Fill in the data to insert into the declaration
6. Click 'Save'

How to amend or delete saved Templates

Amend Template

1. Find the template in the 'Customs' on the toolbar
   
2. Highlight the template and click 'Open'
3. Make any changes you need, click 'Save'

Delete Template

1. Find the template in the 'Customs' on the toolbar
2. Highlight the template and click 'Delete' then confirm deletion.
   

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