3.2. Create a new form template

The features described in this section can be accessed with the Customer Account Manager and Workspace Administrator role.

3.2.1. Set as Template

It is possible to define the form template as the base template in order to customize it if necessary (see Edit a form template). This base template can be used to create form templates based on this template (see Create a form template based on a base template).

  1. In the Documents tab, for the desired form template, click Set a template:

    [Important]

    The created template is no longer linked to the original document.

  2. The created base template is stored in the menu Templates:

    Figure 9. Examples of base templates

    Examples of base templates

    [Tip]

    It is recommended to customize the label of the base templates for quick search and identification.
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3. Manage a form template 
 3.2.2. Create a form template based on a base template