Custom Forms Basics

Don't miss the pre-recorded webinar with Robert Stone diving into Custom Forms



Basic Steps to work with Custom Forms

1. Identify the existing template from which you want to start your customization.

2. Click the Template name, and then click the Edit Report button, in the lower right corner.

There are four tabs across the top:

a. DEFINE 

This tab allows for general configuration, such as setting the page size and orientation and allowing you to share this document with other users on your account.

b. SPECIFY DATA

I. The Specify Data page allows users control of which fields from Studio Designer appear on your report. Almost every field is available to be brought into a custom report.

II. Search the field you want using the top search bar

III. Expand the section using the plus sign

IV. Click on the field name to add it to the body section of your report.

This section also allows users to add fields to the header and footer of the custom template, including logo, report date, and design firm contact information.

Pro Tip: Header fields can be used in either the header/footer of the template or in the body of the template.


c. UPLOAD TEMPLATE

This tab is where you can download the existing Docx template to customize. Once you’ve made your customization, return to this tab, to upload your revised DocX template.

Pro Tip: The 'Show Template" button on the top right allows for a quick review of the template without needing to download and open i

n Microsoft Word.


d. GENERATE

The Generate Tab is where you can (1) set your saved filters, and (2) see a preview of your custom template.

3. Once you have customized your template, you can save it into your report list. All saved templates will be available to you in the Custom Reports tabs of the reports section.

Pro Tip: If you have customized a proposal, purchase order, invoice, or Time Billing Invoice, you can set it is as your “Default” theme, by checking the “default” box in step 1, “Define”. This saves you time by allows allowing that document to be listed at the top of the list of themes.

 

To learn more about the Define, Specify Data, Upload Template, and Generate tabs, click here