Creating templates in GOBI

Summary: This page describes procedures for creating GOBI templates.

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  • Log in to your GOBI account

  • Click 'Options' on the blue bar

  • Click 'Manage Templates' from the Options menu
  • Click 'New'

  • Fill out the template name - for example: "XYZ fund - print" or "Subject - ebooks"
  • Choose the subaccount: 1880 for print books or 1880-25 for ebooks
  • Choose the fund


  • Choose the location

  • Enter your initials

  • Click 'Save'

  • You have completed creating a template

  • To apply the template to orders, choose it from the template menu when entering order details.



ContactLisa Smith
TeamAcq
UpdatedMarch 2018
CreatedMarch 2018