This video shows the final steps for making a template. It is the 4th video in this series about template creation basics. Previously we used the template editor to make a template like the DOCX form, and then inserted fields from the template into the DOCX. Save that DOCX if you haven’t already done so and then go to the template editor and Upload it then click Save. That saves the template and also takes you to the template details page. The main things of interest here are the PREVIEW and PUBLISH buttons. When you click preview, that combines Sample Values (which get generated automatically), with the DOC, to make a PDF showing what the output of a completed form could look like. You don’t have to preview but I recommend it as a sanity-check before publishing. This preview looks like it should. If it didn’t then I could keep working on the template until I am happy with it. End users don’t see new templates (or any changes that are made to existing templates) until you click PUBLISH. Published changes reach mobile app users, when their app synchronises with the server, which happens automatically every 15 seconds when connected to the Internet. There may be 1 more step to do though… You can control which projects each template is available in. A new template, like this is initially not available in any projects. So you need to configure which projects the template will be available to. The template editor displays this message to remind you. There are 2 ways to do it. The easiest is “Default Templates”, which you can get to by clicking the hyperlink in the message or go to Admin => Default Templates Here you can control which templates are available in projects by default, for each type of user. Clicking on DETAILS shows the templates that users have in a project. Click EDIT to change that. I will enable the Daily Diar That affects all projects unless they have been configured otherwise. You can configure a project to be different, by going into the project’s detail then Project Templates Initially that is set to use Default Templates but you can change it You might find it useful to do that for a test project, so that you can test templates privately before you make them available in other projects. === === Now we’ve done the final steps: upload, save, preview and publish, and the template is enabled in some projects. Let’s check that it works correctly :-) You can test quickly using the web app or using a mobile app - ideally use the same one as your end-users. My tablet has just synchronised, so it has my new template :-) I will create a form, enter some data, and a signature, attach a photo, then Save to Project That worked well for entering data. Also check the PDF. Perfect. That completes this series about “Template Creation Basics”.
For administrators. This video shows the final steps in making a template:
- Upload DOCX with inserted merge fields
- Enable in project/s
To see a list of all training videos, click Playlist in the video's top left corner.