Prefilled Templates

Create a Prefilled Template

From Starter Template

1. Navigate to “Templates”

2. From the dropdown select “Prefilled Templates”

3. Click “Add Template” button

3. This will open the slide-over detail pane

4. Click “Download Starter Templates”

5. From the dropdown, select the template you want to annotate

6. This will open a PDF document that you can now download and annotate

7. Annotate and save the PDF on your computer

8. Navigate to the document in your files and drag and drop the PDF into the field

9. Enter appropriate information into each field

10. Select Save Changes

From a Personal Template

1. Navigate to “Templates”

2. From the dropdown select “Prefilled Templates”

3. Click “Add Template”

4. This will open the slide-over detail pane

5. Click “Show Template Field Help Guide”

5. This will open the guide

6. Now search and/or scroll to find all fields that you must match your template to

7. Click “Save Changes”

Modify Template Groups

1. Navigate to “System” > “Lists” > “Global Lists”

2. Click “Prefilled Template Groups”

3. This will open the slide-over detail pane

4. You can now edit/modify this list

5. Once finished modifying/editing click “Save”

Edit a Prefilled Template

1. Navigate to “Templates”

2. From the dropdown select “Prefilled Templates”

3. Select the Template you’d like to edit from the list

4. Update the applicable fields or reupload the edited prefilled PDF

5. Click “Save Changes”

Delete a Prefilled Template

1. Navigate to “Templates”

2. From the dropdown select “Prefilled Templates”

3. Select the Template you’d like to delete from the list

4. Click “Delete”