Edit Template

Edit Template, File Template

To edit an existing template, perform the following steps. 1. Go to the Import Data section. Click on Template List under Additional Actions. 2. After choosing “Template List” from the “Additional Actions” dropdown menu, a list of all the templates will be displayed. 3. Click on Edit to modify any of the exiting templates. A…

Add Template

Add Template, File Template

The Matchbook AI platform also allows you to create and maintain File Templates for various data imports. These templates are designed to streamline and standardise the data analysis process, making it more efficient and consistent. To make a new template, follow the instructions below. Users can add a template from the Additional Actions dropdown menu…

Delete a Template

Delete a Template, File Template

To Delete an existing template, perform the following steps. 1. Go to the Import Data section. Click on Template List under Additional Actions. 2. After choosing “Template List” from the “Additional Actions” dropdown menu, a new dialog box will appear. 3. Click on Delete to remove any of the exiting templates. A new dialog box…