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  • Create a New Master Aero from an Aero Template

    Master Aeros are activities that are performed at a specified recurring interval. You can either create a Master Aero from...
  • Create a New Aero from an Aero Template

    Navigate to Manage > Aero Templates. On the Manage Aero Templates screen, you will see a grid of all the Aero...
  • Adding Links to Aero Steps

    When you first click Add New Step, both the Action Link field and the Help Link field default to green...
  • Create a New Aero Template from an Existing Aero

    Navigate to Manage > Aeros. On the Manage Aeros screen use the sort and filter features of the grid to find...
  • Manage Aero Templates

    Manage > Aero Templates takes you to the Manage Aero Templates grid, which displays all the templates from which you...
  • Cloning a Library Template

    If you want to use a Library Template as a starting point to create your own template, you can clone...
  • Using a Library Template to Create an Aero

    To create a new Aero using a Library Template, navigate to Library > Library Templates. Use the sort and filter...
  • Using a Library Template to Create a Master Aero

    To create a new Master Aero using a Library Template, navigate to Library > Library Templates. Use the sort and...
  • Editing an Aero Template

    To edit an existing Aero Template, navigate to Manage > Aero Template. use the sort and filter features of the...
  • How to Use Library Templates

    To access the Aero Template Library, navigate to Library > Library Templates. You will see the the following information on The...
  • Who can Use Library Templates

    To access the Aero Template Library, navigate to Library > Library Templates. Users in their Free Trial Period – Only paid Aero...
  • Who Can Use Library Procdures

    To access the Aero Procedure Library, navigate to Library > Library Procedure.  Read more...
  • How to Copy an Aero Template (Clone)

    Sometimes you may want to create two templates that are almost the same, but not quite. In this situation, you can create one template and then Clone it to create the second.
  • How to setup your client work in Aero

    While there are many, many different methods for getting all your firm’s work into Aero, there are some best practices...
  • How to Create Aero Template

    An Aero Template is a way to write down the recipe for the services your firm provides. It allows you...
  • Link a Procedure to an Aero Step

       
  • The Aero Library

  • Using Email Templates

  • Edit Email Template

    You will see buttons on this screen to:  Read more... Duplicate Make a copy of this email template. The Edit...
  • Aeros, Master Aeros, Aero Templates, Projects – I’m so confused!

    Aero gives you the power to set up your firm’s workflow in the way that works best for you. There...

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