Important!
The Template Builder is currently only available to the Beta Testing Group.
For information about becoming a Beta Tester, please email support@nookal.com
Nookal's Template Builder functionality allows you to build customisable templates within Nookal. Our goal is to continually add more template types, giving you the flexibility to fully personalise your templates to fit the needs of your business.
The below steps explain how to access the Template Builder.
1. Navigate to Setup.
2. Click on Create Template under Extensions.
3. From here, you can view the list of current Enabled and Disabled Templates.
4. Click Create Template from the bottom-right of the page to start building templates.
Discover more...
As a starting point, Client Forms are the first template type available to create within the Template Builder.
For more information, see Creating Client Forms in the Template Builder.
Managing Existing Templates
From the list of Templates, there are several actions you can take to manage them.
1. Preview the Template by clicking on the Eye icon.
2. Duplicate the Template by clicking on the Pages icon.
3. Disable the Template by clicking on the Bin icon.
4. View the Legacy Client Forms functionality by clicking on Legacy Client Forms.