How to Add/Edit a Template – Formlink

You can select Template Details on the Define Templates page to access the Add/Edit Templates page (Figure 1).

Figure 1

The following fields are available on the Add/Edit Template page:

Field Type	Description
Template Name	The Template Name is the file name given to the template.
Description	The Description field is the name that will appear at the top of the new form.
Footer Text	The Footer text will appear at the bottom of a page on the new form.
Report Parts	The Report Parts determines the content of the new form that will be displayed to the user. The selections available in the Report Parts drop-down list are: Standard Forms and Attachments Attachments Onlyconfig by form - images at inspection Summary Only
Page Orientation	The Page Orientationfield allows you to select the page orientation for the form. When making a copy of a form, the Page Orientation will be copied from the original form. The Page Orientation can be edited for the new form. Select the Landscape button for landscape page orientation Select the the Portrait button for portrait page orientation
Include Frequencies	The Include Frequencies checkbox allows you to set the frequency for the form. When making a copy of a form, the Include Frequencies settings will be copied from the original from (Figure 6). The Include Frequencies setting can be edited for the new form. If there are no frequencies for the for, leave the Include Frequencies checkbox unselected. The Section Frequency field allows you to determine the frequency of a section within the form. The available selections for Section Frequency are: Always Daily Weekly Monthly Quarterly Semi-Annual Annual 2 Year 3 Year 4 Year 5 Year 10 Year Serviced
Report Output	The Report Output field allows you to set the format for the report. The Report Output selections available are: 1 Column 2 Columns Fillable PDF
Code Reference	The Code Reference field allows you to add a Code Reference to the form.

What is a Custom Form?

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