Finding eCOC Templates

Modified on: Fri, 20 Jan, 2023 at 11:11 AM


Dashboard


On the Overview tab there is a dashboard that shows your most recent eCOC templates, Jobs, Supplies and Invoices. Go to the eCOC template box. If you do not see the template you need, click "view more" in the bottom of the templates box. This will direct you to the eCOC Templates tab.


eCOC Templates Tab 


The eCOC Templates Tab is organized by Pinned Templates, My Templates and All Templates. This is where all your templates will be stored.

  • Pinned Templates: Are templates that you select to be easily accessible. These are templates you will use frequently. To pin a template click the bookmark icon to the left of the template name. This will display the template under the "Pinned" tab. 
  • My Templates: This is where all the templates you have created will be stored.
  • All Templates: Every Template you have access to will be stored here. 


Learn more about the eCOC process here.


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