3.2.2. Create a form template based on a base template

  1. In the Documents tab, click Create.

  2. Select Form, select the desired base template from the drop-down menu, customize the name, and associate one or more tag(s):

    [Note]

    It is recommended that you always associate a tag with form templates when they are created. It will be used to associate an operator with this template, together with the tag of the respective form (see Create a new user account).

  3. Click on Create: the content editor opens the created content in a new tab.

    [Caution] Popup

    Some browsers (Mozilla Firefox) block pop-up windows: this can prevent the web editor from opening.

    Make sure to add the url of the web editor to the list of allowed sites in your browser settings.

  4. The new form template appears at the top of the document list in the Documents tab.