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Setting the Default Template

You can set any template as the default. The default template is the first template listed when you retrieve a template.
To set a template as default:
  1. In the
    Business Center
    , go to the left navigation panel and choose
    Portfolio Management > Portfolio Tools > Template Management
    .
  2. Follow the steps to retrieve a template.
  3. Next to the template you want to modify, click the
    Make Default (...)
     icon.
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