Create custom templates according to your needs with Custom Fields.

Instructions

To add custom fields to Transmittals, follow these steps

  1. In Portal settings, open Forms Template under configuration.

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  1. Select the dropdown beside Form Templates, and select Transmittals

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  1. To create a new Form Template, you need to create a Form Type first, by clicking on Types as shown below

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  1. Click on Create, which will bring a pop-up with details such as Type Name and Type Description

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  1. A confirmation toast will appear in the bottom right corner of the screen

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  1. Now a new Form Template can be created with this newly created Form Type, click on Templates

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  1. Click on Create, which will open a pop-up with details such as Template Name, Template Description, and select the Template Type.

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  1. A confirmation toast will appear in the bottom right corner of the screen

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  1. Open the newly created Template by double-clicking on it, new fields can be added by clicking on Add Section