Form Template Categories | parentpaperwork

Form Template Categories

You can organise your templates into Categories to make it easier to group them by types or purpose.

Your User must be an Administrator to do this. Click your User Name at the top right, then select Settings.

On the Settings page click the Form Template Categories option. The list indicates the number of Form Templates assigned to each Category, and whether the Category is assigned to one or more User Groups. User Groups can be used to control access to the Form Templates and Slips/Forms created from the Templates.

Click the blue Add New button to create a new Category, or click to edit an existing Category. You can assign the Category to a User Group when editing.

 

Add Template to Category

A Form Template can be assigned to one or more Categories. Edit the Template and select the required Categories.