The Templates tab in Report Writer provides download links to the most up-to-date Excel and Word templates. This makes it unnecessary to use the Narrative1 Dashboard that is installed on your computer to manage Narrative1 template files.
Click Templates in the sidebar to open the Templates page.
Templates are divided into three sections: Excel Templates, Report Templates, and Other Templates, which contains an invoice template and engagement letter template. The date on which a template was last updated is listed to the right.
Simply click the blue link text to download a template.
By default, the file will download to the Downloads folder in Windows.