Creating Custom Templates

This article will teach you how to create a custom template

You will want to start in the Documentation Tab > Template Builder

Click New in the upper right hand side of the page

Fill in the following information and Click Create & Add Questions: 

  • Red: Name - Name the template you are creating
  • Blue: Document Type - Select Custom Template
  • Green: Visibility - Select if this if Private: Just this user or Public: Full office
  • The other fields are not need for a custom template

You will have the option of adding 6 different types of questions to the custom template:

  • 20 Vertical Radios (Multiple Choice)

  • 20 Horizontal Radios (Multiple Choice)

  • 61 Select Lists (Drop-down)

  • 41 Text Areas (Large text field) - 4000 Character Limits

  • 61 Check Boxes (Multiple select choices)

  • 50 Text Fields (Small text field) - 4000 Character Limits

You will be able to use the Question fields to start filling out information:

  • Red: Question - Double click on the field to open up the text box and update the question (4000 character limit)
  • Blue: Type - The type of question you want to use for the template
  • Purple: Order - This will need to increase in increments of ten (10). This will dictate where the question is on the template and the final PDF
  • Green: Required - You will be able to make this question required to fill out before approving the note
  • Orange: Active - If you are no longer needing this question, you can mark it inactive to remove it from future templates
  • Pink: Question Choice - If you are using a question that allows a selection, you will be able to add the choice here. Same as the questions, you can dictate how the answers will display using the increments of ten (10) in the order.

When Editing the information, you will start to see blue triangles in the top right corners. This means this field has not yet been saved. Be sure to click the Save button at the top:

If you would like to edit the design of the PDF for the template in the font format, click on the Row actions in front of the question and Select Single Row View:

Click Edit and Start entering information:

Type in your Question:

Choose the order of your Question:

Choose the type of your Question:

Choose if you want your Question underlined on the PDF:

Choose if you want your Question Bold on the PDF:

Choose if you want your Question in Italics on the PDF:

Choose if you want your Answer underlined on the PDF:

Choose if you want your Answer Bold on the PDF:

Choose if you want your Answer in Italics on the PDF:

Choose your Font Size:

Choose if you want the Questions to print on a new line:

Choose if you want the Question to print if there is no answer:

Choose if you want the Question to populate on the PDF (final version):

Choose if you want the Answer to print on the next line:

Choose if you want the Question to have an answer line and how long you want it to be:

*Once 1 question is created you can copy it up to 30 times. It is going to copy over the Question, Type of Question, and Question Choices created for that question. Once copied, you no longer have to click the Add Row button. You can just go in and customize each question to what you want.

If you want to see more Rows Per Page as you are building your template, click on the action menu at the top of the question area and Select Format > Rows per Page