1. From your current position in the program, click 
Print.
Note
There are several positions in AuditDesktop from which the Print button does not open the window shown below, but a window for print setup. Such positions are Events, the built-in Spreadsheet, the Analysis tab in Timesheets, and a few more.
Preview – opens the window for template preview
Print – opens the window for print setup
E-Mail – opens the window for sending messages. The template will be attached to your message as a PDF file.
2. To enter in edit mode, click Edit templates. If you want to edit a system template (shown in grey), you must copy it and then edit the template-copy. System templates cannot be deleted.
The following buttons become active:
Edit – edit the selected template
Copy – copy the selected template
Load – load the template from a file on your local computer
Save – save the template in a file on your local computer
3. When you are ready, click one of the buttons:
Save – save the changes made
Cancel – discard all changes made after the window was opened