How to review other Templates that are available?

Reviewing available templates is a quick way to explore options for your One Page Plan or find a saved template to use.

Viewing Templates

  1. Click on "...More" in the upper-right corner of the screen.
  2. From the drop-down menu, select "Templates."
    OPPScreenshot 2023-02-13 125439
  3. In the Templates view, you will see:
    • Global Templates: Pre-designed templates provided for general use.
    • Saved Templates: Templates you’ve created and saved for reuse.
  4. Click on any template to view its layout and details.
    Screenshot 2023-02-13 153255

Returning to Your Original One Page Plan

If you want to return to your original One Page Plan:

  1. Click on "Return to One Page Plan" in the upper-right corner of the screen.
    Screenshot 2023-02-13 153515

This process helps you efficiently review and navigate between templates while ensuring you can easily return to your original plan if needed.