Building the Template Tree

Building a useful template is as simple as being able to recognize what information the provider wants to capture. All of this information should already be available to you. It is provided by the customer who is requesting a new template. This part of the process is important, not only for the customer to express their needs, but also to us for purposes of clarifying any questions we may have about the information.

However, a template can ALWAYS be modified to suit the customer.