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Select a Template

This PDF templates and client views setting allows you to select a specific PDF template from among the templates available in the template set selected in Filter by. The Filter by list displays all the template sets your firm has set up and that are accessible based on your user permissions, as defined in User Management.

In client views reports

In PDF Templates

The following related links may be helpful:

• Create a Client View
• Setting Up Client Portals
• Learn More About Client Portals