Admins can create, configure, and manage templates for flexible or fixed workflows.
Templates help standardize frequently used forms, ensuring consistency and reducing errors.
Admins create templates from Admin Settings → Manage Templates.
Click Create New Template, enter a name, and save.
Configure it as a Flexiform (dynamic) or Fixed Form (static). Templates can be mapped to departments or users for controlled access.
Details of Flexi form & Fixed form available in upcoming sections.
Last updated 4 months ago
