How to set up & manage Templates

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Note: When setting up Templates, you'll find three default responses. Feel free to use them as-is, or customize as needed. 

To set up Templates for iOS:

1. View your Sideline Settings.
2. Under 'Texting', tap Templates (NEW), then tap Continue. 
3. From there, you'll see the default Templates. To create a NEW Template, view the instructions below. 

To create a new Template: 

1. Sideline Settings > Templates.
2. Your Template list will display. Tap Create New.
3. Enter a title for your Template (up to 20 characters allowed).
4. Add Image (optional): Click "Add Image" to add a photo from your camera roll or Camera to take a new photo.
5. Write a message: This will be the text you want to display in the Templated response (500 character limit).
6. Tap Save when complete.

Please note: You can have a maximum of 48 Templates saved at a time. 

To manage your existing Templates:

You can edit the Templates you've created, customize the default Templates you were given, and/or delete them. Here's how:

From Sideline Settings:

1. Under Texting, tap Templates.
2. Your current list of Templates will be displayed. Tap the Template to edit or delete.

Tip: You can re-order your Templates (top-right of the screen) to keep them organized. 

From within a conversation or new message screen: 

1. Tap the + to the left of the text field.
2. Select Templates from the list. 
3. You can create or manage (or select the Template to send).

If you have additional questions on how to use this feature, please submit a request. 

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To set up Templates for Android:

1. View your Sideline Settings.
2. Under 'Texting', tap Templates (NEW), then tap Continue. 
3. From there, you'll see the default Templates. To create a NEW Template, view the instructions below. 

To create a new Template: 

1. Sideline Settings > Templates.
2. Your Template list will display. Tap Create.
3. Enter a title for your Template (up to 20 characters allowed).
4. Add Image (optional): Click "Add Image" to choose a photo from your camera roll or Take Photo.
5. Write a message: This will be the text you want to display in the Templated response (500 character limit).
6. Tap Save when complete.

Please note: You can have a maximum of 48 Templates saved at a time. 

To manage your existing Templates:

You can edit the Templates you've created, customize the default Templates you were given, and/or delete them. Here's how:

From Sideline Settings:

1. Under Texting, tap Templates.
2. Your current list of Templates will be displayed. Tap the Template to edit or delete.

Tip: You can re-order your Templates (top-right of the screen) to keep them organized. 

From within a conversation or new message screen: 

1. Tap the + to the left of the text field.
2. Select Templates from the list. 
3. You can create or manage (or select the Template to send).

If you have additional questions on how to use the Templates feature, please submit a request. 

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To set up Templates for Web:

View your inbox and within a conversation (or a new convo):

1. Tap the + to the left of the text field.
2. Select Templates from the list, then click Continue. 
3. From there, you'll see the default Templates. To create a NEW Template, view the instructions below. 

To create a new Template on Web:

1. Tap the + to the left of the tect field > select Templates from the list. 
2. Click "Create" on the top-left of the pop-up. 
3. Enter a title for your Template (up to 20 characters allowed).
4. Add Image (optional): Click "Add Image" to upload an image from your computer. 
5. Write a message: This will be the text you want to display in the Templated response (500 character limit).
6. Tap Save when complete.

To manage your existing Templates:

You can edit the Templates you've created, customize the default Templates you were given, and/or delete them. Here's how:

From within a conversation or new message screen: 

1. Tap the + to the left of the text field.
2. Select Templates from the list. 
3. Select "Manage"
   • To Edit: Click the pencil icon. 
   • To Delete: Click the trash icon.

Questions? Submit a request.

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