Form Template Selection and Creation

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.