Template - How to Configure Print Document

[Tivisah]

You may configure the Print Document as below

1. Scroll down to Template and click Add
   

   

2. Please enter a name and select Code or Simple
   

   

For Simple
3. Drag and Drop the information to the form designer and Click Save

4. You can select your preferred style in the preview.
   

   

5. You may select an entry and click the Document button for the outcome.
   

   

For Code
Accessible by Consultant role

1. You may need to write in HTML code with styles for formatting

2. For data call for example Date, Topic and Table information
   Date → {entry[‘Date’]}
   Topic → {entry[‘Topic’]}
   Table → please see image below
   

3. Click Save

4. The overall HTML code with simple formatting.
   

   

5. You may select an entry and click on the Document button for the outcome.