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How to Manage Forms in your TransactionDesk Transaction Templates

Follow along with this tutorial on how to manage forms in your transaction templates.

To update your TransactionTemplate, first go to your settings.

Then, click TransactionTemplates. Click on the vertical ellipsis to the right of the template you want to edit and click on edit.

Scroll down and expand the forms section. Delete the old form by selecting the vertical ellipsis to the right of it and choosing delete.

Click yes.

To add the updated form, click on the plus symbol. Search for the form in the resulting window. Select the button to the right of the form you want and click add.

And that's it!

 

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  • 27-Feb-2024
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