Create new record template

Creating a record template

You can construct your custom templates or use pre-built templates to print records in Zoho Creator.

To create a record template for your Zoho Creator application:

  1. Navigate to Application Settings and click Record Templates.

  2. Click +Create to create a new record template.

  3. Select Blank or From a template.

    1. To create a template from scratch:
      1. Click Blank.

      2. Select a form using which you will build your record template.
      3. Give a Name to your Template.
      4. Click Create.

      5. Start constructing your template in the builder.

    2. To use a pre-built template:
      1. Click From a template

      2. Hover over the prebuilt templates for Invoice, Certificate or Notification templates

      3. Click Use this template on the template you want to use.

      4. Select a form using which you will build your record template
      5. Give a Name to your Template.
      6. Click Create.

      7. Modify the prebuilt template in the template builder.

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