To create document templates, you need to provide a name, description, and upload the file containing the template content.
Event templates require a name, department, and description. You can also specify the desired events and their triggers, such as sending an email when an order is completed.
Quote templates involve filling out a name, description, and email subject. Additionally, you need to upload the quote file.
In the budget, you can create templates for salary items and specify which item numbers they belong to.