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This document serves as a guide for administrators on how to create and manage form templates in infoRouter, detailing both HTML and PDF template use, special tags, and considerations for global versus
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0:00 0:28 Let's create a template using the template. Form select templates from the application navigator. WeMoreLet's create a template using the template. Form select templates from the application navigator. We see the existing templates.
Start with a form template Go to File > New from Template. In Search, type form. Double-click the template you want to use. Select File > Save As, and pick a location to save the form. In Save As, type a file name and then select Save.
A form template defines a lot of things, including: The controls, labels, and instructional text that appear on the form. The way that controls behave when users interact with them.
Start with a form template Go to File > New from Template. In Search, type form. Double-click the template you want to use. Select File > Save As, and pick a location to save the form. In Save As, type a file name and then select Save.

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The Form Template Administrator's Guide is a document that provides instructions and guidelines for administrators on how to use and manage form templates effectively.
Administrators responsible for managing and overseeing the implementation of form templates within their organization are required to file the Form Template Administrator's Guide.
To fill out the Form Template Administrator's Guide, follow the instructions provided in the guide, ensuring that all sections are completed accurately, including any necessary supporting documentation.
The purpose of the Form Template Administrator's Guide is to ensure that form templates are created, maintained, and utilized in accordance with organizational policies and regulatory requirements.
Information that must be reported includes details about the form templates being managed, the purpose of each template, responsible parties for each template, and any changes or updates made to the templates.
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