Back	Home > Data Dictionary > D > Account Settings: Default Template

Default Template

The Default Templates section lets you choose the default PDF template(s) for the account or group.

Default templates are used when you generate a PDF report on the Accounts page and choose the Default template option. If you have multiple default templates assigned, you can choose from a list which one to use.

For more information about template types, see Understand Template Types and Default Templates and Assign Default Templates Using PDF Template Types.

For more information on creating, editing, or deleting PDF templates, see Create, Edit, and Delete a PDF Template.