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imate control center so if you click on the little blue icon in the top left corner you can go over here to this drop-down box and you'll see forms, attachments, estimates, and more. We're gonna click on forms and we're actually gonna scroll on down and find our form that we want. Once we go over to these forms right here on the left you'll see we have the different forms and templates. We're gonna go into templates so we'll click on that and in here you'll see you have all these different forms. We're gonna click on the template doc button over on the right and we're gonna browse and we're gonna find the document that we want to add. So for example, let's say I wanted to use this form letter doc I would go to my little area right here and go to my desktop and select the the letter that I want to use and then click Open. Once I have that document selected what I'm gonna do is I'm gonna click Save and if you notice you can also give it a Title so let's say I wanted to give it a title of "Form Letter Template" and then I'm gonna click Save again. So now when you go into your forms area you're gonna find that form that you saved and what you're gonna do is you're gonna want to double-click on that form and open it up now you want to be in your form you're ready to go in essence it's kind of like your form letter that you would use in Excel or Word or whatever application once you've made all your edits and you're all said and done with the form you're gonna click on this dropdown box right here and you'll see you have submit to queue, preview form, print form, and back we're gonna click on back we actually want to get out of that form and now what we're gonna do is we're gonna close this tab we're gonna go BACK over here to this guy this little form right here that we chose from Nexus medium this guy right here we're gonna click on that one one more time and now we're gonna go over to where it says file and we're gonna go ahead and exit out of that one as well now once we have all that out of the way what you're gonna do is you're gonna go BACK to your exactimate control center and you'll notice this form MRU section that's your most recently used forms now once you have your form selected or once you have this little MRU thing saved all you have to do is click on that form remember that little MRU thing's a little magic wand and boom that form that you want to use will populate on your screen and since you already edited it it's already filled out for you and pre-made and you can just go ahead and print that form that main thing comes in handy when you're dealing with supplements you could have like different supplements for different types of supplements and all you got to do is click on that little MRU wand and boom you got the form that you want so that's how you make a template doc that you can import it back into Xactimate using the tokens and have it autofill with all the information that you inputted into Xactimate.
