Saving Customised Oyez Templates
See also: customising a form template
The master, custom and user libraries
The root of the library tree in the FILE>NEW dialogue is split to display the three available template storage options.
Master folder |
Contains original form templates, managed by OyezForms via Active Library. |
Custom folder |
Contains shared customised form templates. |
User folder |
Contains a user's personal set of customised form templates. |
To customise a form template for the Custom/User library
- Customise the form template until it meets your requirements.
- Select FILE>SAVE IN LIBRARY
- You will be prompted if you wish to remove inputted text. If you select 'no', filled-in text will be saved as part of the template
- In 'Save In Library' dialogue will appear, enabling you to edit the form's properties.
- Once saved, the form will appear in either the Custom or User library root folder in the FILE>NEW dialogue.
If you want case-management software to automate the template, ensure the form title is unique. e.g. LRTR1 could become LRTR1_cust
When OyezForms Active Library downloads new versions of the original template because of legal changes, the custom/user template must be recreated.