Settings is where the administrator can manage templates used for form output and the email template used to send completed documents.

1.   From the navigation menu, click Response.



2.         From the secondary menu, choose Settings.



Templates

Upload Template


1.   From the main menu, click Response.



2.   From the secondary menu, choose Settings.



3.   Click on the Doc Template tab.



4.   Click Upload Template.



5.   Select the files to upload as templates, and then click the Open button.



Tips

  • Hold down the CTRL or SHIFT key on your keyboard to select multiple documents at once.

Set Default Template


1.   From the main menu, click Response.



2.   From the secondary menu, choose Settings.



3.   Click on the Doc Template tab.




4.   Click the kabob icon for the default template and choose Set as Default.



Tips
  • It is not possible to delete the default template. Another file must be set as the default and then it may be deleted.

Download


1.   From the main menu, click Response.



2.   From the secondary menu, choose Settings.



3.   Click on the Doc Template tab.



4.   Click the kabob icon and choose Download.



Delete a Template


1.   From the main menu, click Response.



2.   From the secondary menu, choose Settings.



3.   Click on the Doc Template tab.



4.   Click the kabob icon and choose Delete.



5.   At the prompt, click OK to confirm the deletion.



Tips
  • It is not possible to delete a template that is being used by any form. The template must be removed from each form before it may be deleted.