This procedure allows you to update the template using the General tab and the Currency & Rates tab.
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Navigate to Admin > Estimate Admin > Estimate Template Structure.
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At the top of the screen, in the tool bar, click the Template ellipsis to select the required project template.
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If required, click REFRESH to update the screen.
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Click the Estimate Template Register tab.
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Click the Type hyperlink. The Estimate Template Details panel appears.