TEMPLATE SELECTION
In Deepser for each entity you can have different form-templates.
To manually select a template (as a user with Role Administrator or Agent) just open the Template menu and select it.
TEMPLATE CREATION
To create a new Form Template, from the Form Template menu inside a record (as user with Role Administrator or Agent) you can select the New Form Template item.
At this point Deepser will ask you to specify a name for the new Template.
Once you have entered the name click on the Save button to create the Template.
The new template will be a clone of the template that was “loaded” at the time of creation.
Once saved, the Template will be selectable from the form-template menu.
