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Organizing MSP Templates & Summaries

Organizing MSP Templates and Summaries

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Written by Blake Hester
Updated over 5 months ago

Organizing Templates and Summaries

  • From the VividCharts home page, click + New Collection button on the left side. Give your collection an appropriate name, and short description. Then click save.

  • Next locate the desired MSP Master Template, which can be done by searching for the name of the template in the search bar in the upper right corner, or by visiting Your Views and locating the desired MSP Master Template.

  • Click + Add To Collection button on the right side of your MSP Master Template, and then select the desired collection that you wish to add the MSP Master Template to.

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