Create a new Template in Sky
From the ACI Sky Report list view, click on the Templates tab to get started. Click Create New > Template.
Choose a template name, job pack and use the import or clone options and click “Create” to create the new template file. Additionally, you can check the box for Company to share the template with the company in Sky. Once in the template, add any information that you want to see in the report when the template is used. Examples of template data may include, appraisers certification and address information or scanned license documents.
On “Save” and “Close” the template name will show in the Templates tab.
Create a new template from a report
While in a report file in Sky, add any information that you want to see when the template is applied.
Click More – Convert to Template. Give the template a name and check the box for Company to share the template with your colleagues Sky.
Click OK to complete.
Using Templates
From Sky Report list view, click Create New > Report.
Choose a report name and job pack as usual. Click the Clone From dropdown, all saved Templates will appear at the top of the list. Once a template name is selected, click “Create”.
Your new report will open with the template forms and data applied.
Editing Templates
From a Sky Report list view, click on the Templates tab.
In the list view, find the name of the template to edit. Click the orange report icon to open the template.
Make necessary changes, and “Save” and “Close” the template for future use.
Deleting Templates
From a Sky Report list view, click on the Templates tab.
In the list view, find the name of the template to delete. Click the red X icon to delete the template.