Documents
Documents Overview
Creating a Template
3 min
templates help streamline and speed up the process of creating mmr and qc specification documents to create a new template, select the form builder module under documents from the horizontal menu creating a template if you've already created the sections you need to create the template, ensure that you are on the templates tab, then click the + add button in the top right corner if you need to create sections to include in your template, do that first under the sections tab view the creating sections docid\ douduc5wgktf qczvkrfj documentation page for further information on how to create sections under create a template , enter a name for the template, and a description, if desired select the type of template you are creating begin creating your template by clicking the + add button select all sections that you want to appear in your form note formula and yield sections are required for each mmr click save you will now see all of the sections you added listed under the sections heading click, hold, and drag a section card to change its order in the list to delete a section, hover over the section card, then click the trash can icon to add additional sections, click the + add button again once you've added and arranged all desired sections, click the save button your new template will now be visible in the template list