Create new record template

Create record template

  1. Navigate to Application Settings and click Record Templates.
  2. Click New Template.
  3. Select how you wish to create the record template:
    • Select Blank if you wish to create the record template from scratch
    • Select From a template, then hover over the required template and click Use this template.
  4. Specify a name for the template, then select the Form that the template will be based on. Click CREATE
  5. The template editor will open, and you will be able to start constructing the template.

You can also construct templates from Report Builder > Print > New TemplateLearn more

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