- To create a template, go to the down arrow next to your name and select "Order Templates"
- Select "Create New Template"
- Name your template and provide a description
- If you have the items for this template already in your cart, select the "Copy Items From Cart" button. This will copy the items already in your cart
- Click on "Create Template"
- Your new template will now appear under the "Order Templates" tab
- To use the template after saving it, click on the "Actions" drop down and select "Add Items To Cart"
- Or you can select "View Details" to select individual items to put into your cart
- To share the template, click on the "Actions" drop down and select "Share Template"
- When the pop-up window opens, click "Copy Link" to copy the link to your clipboard that you can paste in a text or email to whom you wish to send it
NOTE:
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You cannot edit/delete the shared template, but you can use or copy it.
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Once a shared template is copied/saved to your "Order Templates", it will no longer be affiliated with the shared version, meaning you can at this point edit it.
Received Shared Link
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Log in to your Transend account
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Open the received email and click on the link.
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Under Actions, select "Duplicate Shared Template"
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A pop-up will appear, type in new template name
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Then "Create Template"
Adding to Existing Template
Select "Copy to Existing Template"
Click the arrow button
Select your existing template
Select "Copy Items"
Removing shared template
Select "Remove Template"
Need assistance? Contact Transend Support at support@transend.us