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Template Library

Last updated: 2026-09-26

Template Library in the Marine Professionals menu opens /templateLibrary (TemplateLibraryWidget).

Find a template

  • Type filter All Types, or one of: Survey, Quote Request, Quote, Work Order, Work Report, Invoice.
  • Platform Templates Only limits the list to platform templates.
  • No rows: "No templates found". With a search that misses, the hint is "Try adjusting your search or filters".

Create, clone, delete

  • Create Template opens "Create New Template", then Create.
  • Clone Template copies a template.
  • Delete Template removes one after you confirm.

Surveys that use a template are opened from Surveyor Workspace.

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