How do I fill out a template?

Charlie Flynn -

Users have the ability to upload and fill out templates (or custom forms) to use and send through Forcura. To view your templates, navigate to the Templates section or press Alt + 8 on your keyboard.

Find the template you'd like to fill out and click the View (magnifiying glass) icon.

Once viewing the document, fill out the fields you'd like to complete. You can also use the editing tools to highlight, circle, and add text to the document.

Once complete, click the blue floppy disk Save icon in the top left. This will save a copy in your Drive. Close out of the template and navigate to your Drive to see the completed template.

 

You can find more information about configuring Templates here.

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