Please access the template page by Company level > Menu > Setting > Categories > Subcategory to update

1. To edit a Process template
2. Edit Form template

To edit a Process template

• Download - single & batch
  • Single download
  • Batch download
• Rename
  • Single
  • Batch edit tag(s)

⚠️ Attention: Edit process template is no need to create new version

Download - single & batch

Single download

Click the ⋮ button next to the Create new version button and select Download.

OK to download.

Batch download

Switch the mode from BROWSE to SELECT.

On the SELECT, you can click on the template or press the select all / deselect all button to select item(s).
The selected item will be highlighted in grey.

Press the Download icon to batch download.

OK to start downloading.

Rename

You can single edit the template title & template tag(s) on the BROWSE viewer and batch edit the tag(s) on the SELECT viewer.

Single

Click the ⋮ button next to the Create new version button and select Rename.

In this dialog, you may edit the title & tag(s) of this template.
Press OK to confirm the change.

Batch edit tag(s)

Switch the mode from BROWSE to SELECT.

On the SELECT, you can click on the template or press the select all / deselect all button to select item(s).
The selected will be highlighted in grey.

Press the rename icon to batch edit tag(s).

Enter the tag(s) you need to add or need to remove.
OK to confirm.

Edit Form template

• Access to form wizard
• Edit form image
• To change paper size
  • Standard
  • Custom
• To change the page image
• To delete page
• Add form page
• Edit form info
• Rules
• Reorder
• Delete

First of all, please Create new version to access the draft mode.

⚠️ Attention: Unless only editing tags or QRcode import template, you have to create new version to edit a form template and publish it as a new version after being changed.

If you made a mistake on the new version accidentally, you are able to Rollback to the previous version anytime.

Access to form wizard

Click the button below to access the form wizard to edit the form content including form status, fields, etc.

(no need to add new version if you only need to edit tags)

Edit form image

Click the ⋮ button at the top right corner of the form page, you may change paper size, change page image and delete the page from here.

To change paper size

Click Change paper size to start.

You may select change the page size by standard or custom.

Standard

On Standard, you can select the page layout and page size to change.
OK to confirm.

Custom

On Custom, you can according to the sample text size adjust the page size by zooming in & out.

OK to confirm.

To change the page image

Click Change page image to start.

The upload window will pop up for you to upload the image for the replacement.

To delete page

Click the Delete button will delete that page immediately.

Add form page

You may drag and drop the image to the below area and click to select the image to upload for the new form page.

Click the ⋮ button at the top right corner of the form list, you may edit form info, set up the form overall assignment rule, add the form document, reorder the form, and delete the form from here.

Edit form info

Select Edit to bring up the form information dialogue to edit the Form Title, Tags, Description, Language, and Default or Optional setting.

OK to confirm.

Rules

The assignment rule set from the company area will automatically appear to all project process profiles.

Select Rules to open the dialogue.

Press the ADD button to add a new rule to configure this form or click on the existing rule to edit.

Select Form status, assign attributes, and Form data if needed.
OK to confirm.

For more details of the assignment rule, please reference HERE.

Reorder

To reorder the form sorting, please click Reorder.
Drag and drop the form to reorder at the pop-up window.

OK to confirm.

Delete

Click Delete to request to delete the form.

DELETE again to confirm the delete.

⭐️ Remember to PUBLISH after changed!!