Referral Task Templates
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      2. Recordbase Administration Guide
      3. Referral Task Templates

      Modifying referral task templates

      • Select the Administration menu located at the top left of the Recordbase home page
      • Select Site settings from the displayed menu
      • Select Referral task template from the displayed Site Settings window
      • Select View beside the Referral task template you want to modify
      • Select Edit beside the process you want to modify
      • Make the required changes
      • Select Save