Template Code: Formatting and Conditions - Video

Updated: 2026-02-25

This video gives you a comprehensive overview of how to edit template code. We'll show you how to:

• Template editor tour
• Types of templates
• Creating a new template
• Copying field codes
• Formatting field codes
• Creating conditions
• Client context
• Relevant and Used conditions

Date of broadcast: October 22, 2025
Presented by: Elizabeth Kohl