How to Create a Merit Template | Scribe

    How to Create a Merit Template

    • John Topete |
    • 0 step |
    • 4 minutes

      How to Create a Merit Template

      A good way to know what fields to add to your template is to look at your data in a spreadsheet. **Every column header except first name, last name, and email in your spreadsheet is a field that should be added to your template!**
      Navigate to <https://admin.merits.com>
      Click "Create & Configure" at the top right-side of the screen
      Click "Templates"
      Click "Create template"
      Click "Name \*" and enter the name of your template
      Click "Description" and enter the description of your template (this step is optional)
      Click "Type\*"
      Click "Merit"
      Template Types Explained - Merits: Issued from an organization to a person - Folios: Issued from an organization to another organization - Example: If you create a Folio called Partner Organization and send it to another organization, that organization will be able to create merits based on any merit where Permissions are set to Yes as outlined in the forthcoming steps
      Click "Create" at the bottom-right of the screen
      Click "Fields"
      Click "Add field"
      Select the fields you want to add and click "Add"
      Please refer to our guide "How to Create a Field" in our [help center](https://knowledge.merits.com/) if the fields you want to add aren't displayed.
      Click "Save" at the bottom right of the screen.
      This warning means that if you shared this template with another organization and make changes to it, the changes will also be reflected for that organization. Click "Ok" to save
      If you try to continue without saving, you'll see the following warning. Click "Cancel" to save or "Ok" to continue without saving.
      Click "Rules"
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