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How to create new plans by using the Use template workflow
How to create new plans by using the Use template workflow

How to create new plans

Simla Rees-Moorlah avatar
Written by Simla Rees-Moorlah
Updated over a year ago

How to create a new plan using a template and importing Land Registry data

How to create a new plan using a template importing SBI data from the RPA

How to create a new plan using Template by importing data from a file

How to create a new plan using a template from an existing plan


Firstly create a new plan by using the New, Use template option.

Choose the template you wish to use, please note you will see a list of templates based on your sector. You can see other templates by looking at other sector templates.

Select your import method or you can Skip, just draw.

Import the data based on your import method.

Name your plan and click on finish

Your new plan will be loaded in the left hand panel

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