Client Claims: Setting a Claims Template | SiteBook Help Center

Table of contents Client Claims: Setting a Claims Template

Client Claims: Setting a Claims Template

Updated over a week ago Table of contents

Navigating to the Progress Claims Template

1. Click "Admin"

2. Click "Project Templates"

3. Click "Claims"

Add / Edit Progress Claims Template

4. Click "Add" to Create a New Claim

5. Select the "Edit" Icon next to a claim to Edit

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