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Creating a Form Template

Creating a Form Template

To create a template please follow the steps below:

  1. Go to Form Templates


     2. Click Add New


     3. Select Parent/Student Slip and click Create New Form Template


     4. Enter the Form Name and Description for the template. If you have created Categories, select which Categories you wish to have the template listed in. If you require a file to be attached when a slip is sent, change 'Require a file to be attached?' to ON. Select the Folder where you wish to save all your Slips created using this template. You can also add other users to 'Send copy to Users/User Groups' so that they will receive a copy of the slip when this Template is used. Graphic signature for a Slip can also be mandatory using the 'Require graphic signature option' set to 'Yes'.

5. Click Add New Form. A Template is now created

6. Click Edit Design 

7. Section 2 - Designing a Form Template


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