How to templatize a document?
This article will explain you how to templatize a document in QCM platform
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Last Update 2 tahun yang lalu
- In order to templatize a document the user needs to select the document that needs to be templatized and open it in a word editor.
- The user then needs to identify all the fields that will be converted into form fields, name them using unique identifiers and put them in double curly braces. An image of a signature can be pasted into the document in the location where signature needs to be added.
- Care needs to be taken to ensure that fields that appear at multiple locations are identified with the same name.
- Once the fields are identified, the template can be saved and the user can then upload it on QCM platform using the “Upload document template” option.
