Creating your own content from templates in Reckon Insights

Rav Administrator, Reckon Staff Posts: 15,072 Community Manager Community Manager
edited August 2022 in Reckon Insights

RECKON INSIGHTS - Creating content from templates

The most common way to build your own content is to start with one of the out of the box templates, copy it, change it, and save it down to either your firm’s folder or your own personal folder.

Check out our how-to video below to learn more.