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Create a booklet template - STM

Step 1: Click on “Add a new template” from your Booklets library.


Step 2: In the “Create new template” pop up, name the title of your booklet. Then click “Add template” to save the template to your library.




BernieTip: If you are a service team member, additionally, you will be asked which broker the booklet is for.




Step 3: The template is now added to your Booklets library. Click on the template for further customization.



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