Why am I not seeing the Save a Template as a Save option?

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  • Updated 10 months ago
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Trying to Save as Template. Save dropdown is not including that option.
Photo of St. Andrew's - Sewanee School (Org)

Posted 10 months ago

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Photo of Zach Sharpe

Zach Sharpe, Employee

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It looks like save as template is turned off as an option on some accounts.

At the agency level you can visit these options by going to menu > accounts > turn features on/off - from here you can edit these features, including save as template.

I hope this helps point you in the right direction!