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Templates and Layouts

Printing Your Documents

Forms Designer Checklists

Forms Designer FAQs

Select Template

Access this form using Reports>Forms Designer>OK button> Select Template.

Use this form to choose another template as the basis for the Forms Designer layout.

Template Name: Select a template name from the drop-down list. The system displays only the template names associated with the layout type chosen using Reports>Forms Designer>Create New Layout.

  • Remember, a template has a default layout associated with it. The default layouts (that are already set up for you) make it easier to create custom layouts, because the boxes have already been placed on the screen. Double-click in the boxes to complete the information specific to your organization. Of course, the boxes or fields can also be rearranged to different areas on the layout. Then, save the layout created with a new name.
  • The default layouts cannot be overwritten. If changes are made, the layout must be saved with a new name.