Create new record template

Create record template

  1. Navigate to Application Settings and click Record Templates.
  2. Click New Template.
  3. Specify a name for the template, then select the Form that the template will be based on. Click CREATE
  4. The template editor will open, and you will be able to start constructing the template.

You can also construct templates from Report Builder > Print Templates > New Template.

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: