Using a Standard Template

If the client uses a Standard Template in creating trades - blocks and allocations, they need to enter all the necessary information.

Standard Template

You can copy the standard template (see below).

Copy the template and make changes to the copied template before saving it with a new Template Title. When you click Copy, the message below appears:

Select Close and the UI prompts you through the next steps to complete the action. Now, it is a custom template so you can edit, delete, and copy it.