About Templates

Think of a template as a starting point for creating a document or questionnaire. You can create any number of templates for the different types of documents and questionnaires your organization creates. Within each template, you can set nearly all the same properties and make all the same assignments that an owner can when creating a new document or questionnaire. The owner can change any optional assignment from the template when creating a document/questionnaire, but cannot change those assignments set as required.

Note: The ability to create stand-alone questionnaires is an optional feature that must be enabled before you can add a questionnaire template. See Module Manager for details.

In document templates, you can also add content, such as an outline or form, and default formatting.

Go to one of the following topics for instructions on creating, editing, or deleting a template.

Creating a Template

Editing a Template

Deleting a Template

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