The On the Import Best Practice Templates page, you can import tried and true templates that have been created by the Lucernex Professional Services team. These templates can be used as-is or with minimal configuration to fit your business needs. The benefit of using this feature is decreased implementation time and the ability to leverage the expertise of our subject matter experts.
The items available for import on this page include folder templates and summary pages, as well as packages which include work flows, forms, and related configuration records.