Forms - Templates
- Former user (Deleted)
When you save your document, you commit all changes you have made to the form to the database. If you have a number of documents that will contain the same data, you can save your form as a template.
To create a new document from the template, select the template in the new dialog. The created form will contain all of the data in the template, but you will still be able to edit the imported values. To edit the template, choose it from the open dialog. Changes to the template will only affect new forms based on the template - if you want older documents updated, you will need to open them and manually adjust the data. If you wish to see which documents are templates in the open dialog, click the button to the left of the first column to view the column list. Select the box next to template and the template column will appear in the grid.
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