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Templates

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Templates panel displays the list of templates related to the project. The page is accessible for users with “Project manager” and “Organization manager” permissions.

In the header of the page there are buttons “+ Create New Template” and “Upload Template From File”.

ColumnDescription
Template NameIncludes the name of the template as well as categories attached to the template.
Status – Publish: The form is published and can be sent to customers.
– Edit: The form is in editing mode, has not yet been transferred to production, can’t be sent to customers.
UpdatedDate and time of the last update of the template.
Updated ByThe name of the user who performed the last update of the template.

You can filter templates by using “Search by template or tag” field.

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