5.2 Library use

1 Introduction

The library contains pre-configured forms templates.

The examples are detailed with content, route and rights.

The forms can be easily modified to suit your needs.

2 Methods

Go to management and select Tab “Library.”

Find the desired form via the topic “TAGS”

“Read More,” this is a link to a blog from the specific form.

“Import”, after clicking the form is placed in your own surrounded under menu “Imported from library”

Detailed information about the form can be retrieved from the “View PDF with more information about this form type” link described in explanatory text in the first section.

Open the form and modify it as you see fit.

Link the form to the appropriate menu item, activate and go!

3 Points of attention and tips

Company-specific management items including lists, datasets, groups are not imported. Customize these according to your own needs.

There is also a PDF instruction for each form with details, it is located on the top line of the imported form.