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# Template Maintenance

Template Maintenance allows you to create and maintain Templates that define a set of standard transaction characteristics for use in creating similar transactions.

By defining templates for your account, you will benefit from accurate and consistent information from transaction to transaction, from application to closing.

- What is the purpose of a template?
- How are parties used in a template?
- Are the options to indicate a party is being released or added available on the Parties page for defaulting in a template?
- What is the four-digit number that displays within the party row on the Parties page when I add a borrower, cosigner or guarantor to a template?
- Are Additional Signatures, Sellers, Landlords, Additional Lienholders and Trustees available on the Collateral Details page for defaulting in a template?
- Are Owners of Assets, Liabilities and Real Estate Owned available on the Financial Analysis page for defaulting in a template?
- Will updates to existing template impact existing transactions?
- What permission is required to access Template Maintenance?
- What permission is required for users to create a transaction from a template?
- Is the ability to apply field-level attributes to control behavior at transaction time available for defaulting in a template, for example required or read-only?
- How do I navigate back to the Template Maintenance Home page in ComplianceOne when I am done creating or making changes to a template?
- How do I navigate back to the Template Maintenance Home page in Vanceo Dashboard when I am done creating or making changes to a template?
- How do I associate a Vanceo Process with a template so that I can standardize which process is used with each transaction?