Create Transaction Template in Lone Wolf

Go to Lone Wolf Templates

1. 1. Click on Templates

   

2. 2. Click on Add Template

   

3. 3. Type Name

   

4. 4. Click on Ownership and select personal

   

5. 5. Click on Create

   

6. 6. Click on Add Paperwork

   

7. 7. Select any paperwork that is included in this type of transaction

   

8. 8. Click on Close

   

Below is if you want to create a checklist template

1. 1. 9. A. Option To create a checklist

   2. 9. B. Click on To-Do…

   3. 9. C. Click on Add List

   

2. 10. Type List Name

   

3. 11. Click on Create

   

4. 12. Click on Add a to-do

   

5. 13. Type Title

   

6. 14. Click on Due…

   

7. 1. 15. A. Click on Due…

   2. 15. B. Click on Select Transaction Date…

   

8. 16. Click on Closing Date

   

9. 17. Type Notes

   

10. 18. Click on Before…

    

11. 19. Click on Before

    

12. 20. Type Number of days represented b…

    

13. 21. Click on Save

    

14. 22. Click on Dismiss

    

This is how you would apply it if you were already in a transaction

1. 1. 23. A. Click on Display the dropdown menu

   2. 23. B. Select an option

   

2. 1. 24. A. Click on Select a transaction template

   2. 24. B. Select Select a transaction template

   

3. 25. Click on Apply