External Asset Managers
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      How to add a new form (template)?

      Before being able to share a new form to your bank, you need to add it

      You need to be an admin to perform the activation

      Step 1: Click on settings

      Step 2: Click on "Templates"

      Step 3: Click on "Add template"

      Step 4: Select your new form

      Step 5: Click "Select" (Scroll down if necessary)

      Step 6: Select "Share" and click "Select"