Create your own custom form record templates for individual forms and simply export them in PDF format as and when needed. For instance, you would need few forms as a paper document. In such cases, you can simply export the form record in PDF format and can print them instantly at any time. For example, form records like Company Welcome Letter, Employee Salary Revision Letter, Employee History Record, Employee Training record etc.,
You can easily and quickly create a form record template in less than a minute. Please follow the steps given below to create your own custom form record template.
Field values in templates provides you with both the default form fields and the related fields of a form that is associated with the lookup field. It segregates the fields into categories that makes it easier for you to add the required fields instantly while configuring the template. For example, if you are configuring a template for the apply leave form, the default fields of that form will be listed along with the related fields of the lookup form (for example, fields of the employee form). This helps you to quickly insert field values into the message box without having to spend much time.
How to insert field values in templates?
Once you create a form record template, you can export it in a PDF format and save it for later use. Please follow the steps below to export the form record in PDF format.