Home → Campaign Manager → Call Sheet Manager → Call Sheet Manager
This page is where you will be able to create and edit Call Sheet templates. You can find the manager page by going to Settings > Call Sheet Manager. On the left side of the page will be a list of all call sheet templates that exist on the system. You can click on one to edit it, or click the New Template button to create a new one.
1. Section Order: Click on the up or down arrows to the left of a section to move it up or down. This allows you to reorder the sections however you want.
2. Include Section: Click the check mark in the circle to highlight that section. Any section that is highlighted will be included when that template is used. This allows you to add or remove sections as needed and give you call sheets with more or less information. NOTE: the more information is included in a template, the longer the call sheets will take to generate.
3. Template Name
4. Template Preview: Any changes made in the options in this left-hand sidebar will be reflected in the preview of the template on the right-hand side. Some changes, such as uploading a logo, may not be visible in the preview, and will only be visible when a call sheet is downloaded.
5. Save/Delete/Copy: Save and delete the template as necessary. If you want to base a new template off an existing one, but do not want to make any changes to the one that already exists, you can make a copy.