Identifying Favorite Templates

Access level: Firm Administrator

To identify favorite templates for your firm, take the following steps:

1.       My Firm > Customize > Manage Survey Templates

2.       Identify the template(s) you want to designate as favorite(s) for your firm

a.       Select the star to the left of that template so it appears as yellow

3.       Once favorites are identified, only those templates will be immediately displayed during Survey Ask, Step 3.

a.       All firm templates remain available using the matrix to the left.

Example: